Transamerica

Retirement Plan Conversion Analyst

Transamerica

full-time

Posted on:

Location Type: Remote

Location: Remote • Colorado, Iowa, Maryland, Pennsylvania • 🇺🇸 United States

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Salary

💰 $70,000 - $77,000 per year

Job Level

Mid-LevelSenior

Tech Stack

InformaticaSQL

About the role

  • Partner with clients, vendors, payroll providers and internal resources to gather data fields required for migration.
  • Establish an ongoing data dialog with internal and external project partners and clients.
  • Analyze and reconcile data received against documented plan rules.
  • Post transferred records from former record systems into company system; maintain auditable records of completed conversion steps.
  • Audit, analyze and perform data quality reviews for each conversion.
  • Maintain applicable internal systems with project status.
  • Lead and/or participate in department projects and data-specific initiatives.
  • Maintain department tools and procedures as assigned.
  • Identify procedural issues/gaps and recommend solutions.

Requirements

  • Five years' experience in the retirement services industry, including work with electronic data files.
  • Working knowledge of Paris or related database systems, and SQL (AQT).
  • Experience using Informatica or Alteryx preferred.
  • Excellent organizational skills, attention to detail and written and verbal communication skills.
  • Problem-solving and analytical skills.
  • Proficiency in MS Word/Excel.
  • Preferred Qualifications: Proficiency in MS Access
Benefits
  • Competitive Pay
  • Bonus for Eligible Employees
  • Benefits Package
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Health and Work/Life Balance Benefits
  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
  • Adoption Assistance
  • Employee Assistance Program
  • College Coach Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
SQLInformaticaAlteryxdata analysisdata migrationdata quality reviewdata reconciliationdatabase systemsMS WordMS Excel
Soft skills
organizational skillsattention to detailwritten communicationverbal communicationproblem-solvinganalytical skills
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