Transamerica · 5 hours ago
Sr Quality Consultant
United States
Full-time
Remote
Mid, Senior Level
$64K/yr - $72K/yr
5+ years expTransamerica is a financial services company dedicated to helping people achieve financial freedom. The Sr Quality Consultant will handle audit processes related to the transition of new client business, providing exceptional customer service and support in audit analysis, corrections, and efficiencies.
Financial ServicesImpact InvestingInsurance
Responsibilities
Provide quality support to CTS by running and analyzing new case audits, including but not limited to balances, allocations, default analysis, etc
Identify trends related to conversion strategies that may require additional oversight and changes to audit processes
Create plan level conversion reconciliations; identify discrepancies and collaborate with the Transition team and Accounting for resolution
Control audit system setup, identify and implement procedures for all new accounts. Recommend and implement effective solutions to problems that may arise throughout the conversion
Manage the administrative functions for the new plan and make recommendations for service/productivity improvements
Support special projects, such as providing technical direction and running ad hoc reports in AQT
Identify ways to improve effectiveness, efficiency and “value added” for internal and external customers
Develop and implement processes for mitigation of future issues and management of customer expectations
Train team members and members of the conversion team on the CTS audit procedures
Serve as a subject matter expert to management and internal teams on best practices
Qualification
Required
Bachelor's degree in a business field or equivalent experience
Five years of financial services experience
Strong understanding of defined benefit/defined contribution, or relevant financial operations
Experience and understanding of installation processes and plan administration
Knowledge and understanding of fund trading and the relationship between plan assets and system balances
Analytical and problem-solving skill to perform internal auditing procedures
Organizational and time-management skills to work on multiple assignments through to completion
Written and oral communication skills to convey technical information/analysis results
Basic accounting skills
Advanced skills in MS Excel
Preferred
Pension plan conversion experience
Experience with AQT and/or SharePoint
Benefits
Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (33)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Jason Frain
Head of Retirement Solutions
Recent News
2025-12-21
Company data provided by crunchbase