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Transamerica · 18 hours ago

Retirement Plan Conversion Analyst

Baltimore, MD

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $77K/yr

5+ years exp

Transamerica is a financial services company that emphasizes hard work and innovative thinking. The Retirement Plan Conversion Analyst will manage data and asset transfer processes for new client plan conversions, ensuring timely notifications and milestone completions for the project team.

Financial ServicesImpact InvestingInsurance

No H1B

Responsibilities

Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration

Establish an ongoing data dialog, via payroll files, to maintain data elements

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 the NBI (new business intelligence) database and transaction calendar

Participate in meetings with the Implementation staff

Lead and/or participate in department projects and data-specific initiatives

Manage large data conversion projects

Maintain department tools and procedures as assigned

Identify procedural issues/gaps and recommend solutions

Qualification

Financial services experienceSQL (AQT)InformaticaPervasiveData analysisMS Word/Excel proficiencyWrittenQuery constructionVerbal communicationOrganizational skillsProblem-solving skillsAttention to detail

Required

Five years of experience in the financial services industry including working with electronic data files

Working knowledge of Paris or related database systems, and SQL (AQT)

Experience using Informatica or Pervasive software, or related systems

Written and verbal communication skills to present information to internal and external stakeholders

Organizational skills and attention to detail

Problem-solving and analytical skills

Proficiency in MS Word/Excel

Experience constructing queries

Benefits

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

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

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees