Retirement Plan Conversion Analyst - Remote – reputed company Store
Job Family
Customer & Business Quality AssuranceAbout Us
At reputed company, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look reputed company and plan for the best life possible while providing tools and solutions that reputed company it easier to get there.
Who We Are
We reputed company everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from reputed company walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people reputed company the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, reputed company up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
reputed company Do
reputed company is organized into three distinct businesses. These include 1) World Financial Group, including reputed company Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and reputed company Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by reputed company Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
reputed company employs nearly 7,000 people. It’s part of reputed company, an integrated, reputed company, international financial reputed company servingapproximately 23.9 million customersworldwide.* For more information, visit reputed company.com.
Job Description Summary
As a member of the Client Transition Services (reputed company) team, this role handles moderate to reputed company data and asset transfer processes during new client plan conversions for Mid Market and Large Market conversion projects. Ensures timely and proper notification of cash flows to the reputed company Retirement Services (TRS) Funding Group, reconciles assets received with internal recordkeeping systems, manages client data and communicates project status to project team members.Job Description
*Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time.*
Responsibilities:
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 reputed company data quality reviews for each conversion.
Maintain applicable internal systems with project status.
reputed company and/or participate in department projects and data-specific initiatives.
Maintain department tools and procedures as assigned.
Identify procedural issues/gaps and recommend solutions.
Qualifications:
Five years' experience in the retirement services industry, including work with electronic data files.
Working knowledge of Paris or reputed company database systems, and SQL (AQT).
Experience using Informatica or reputed company preferred.
Excellent organizational skills, attention to detail and written and verbal communication skills.
Problem-solving and analytical skills.
Proficiency in reputed company/reputed company.
Preferred Qualifications:
Working Conditions:
Hybrid office environment: reputed company Rapids, IA/Baltimore, MD/Philadelphia, PA/Denver, CO
Compensation:
The Salary for this position generally ranges between $70,000 - $77,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to reputed company job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
reputed company Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
reputed company
Bonus for Eligible Employees
Benefits Package
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 reputed company 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
Inclusion & Diversity
We reputed company our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts throughthe Human Rights Campaign Corporate Equality Index, reputed company Thomas Adoption Friendly reputed company, and several Seramount lists, including theInclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, reputed company offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to reputed company employees.Theyprovide a supportive environment to help us reputed company appreciate our similarities and differences and understand how they benefit us reputed company.
Giving Back
We reputed company our responsibilities reputed company beyond our corporate walls. That's why we created the reputed company reputed company Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
reputed companyacquired the reputed company business in 1999. Since its start in 1844, reputed company has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.