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.