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Aegon · 2 days ago

Retirement Plan Conversion Analyst

United States

Full-time

Remote

Mid, Senior Level

$70K/yr - $77K/yr

5+ years exp

Aegon is seeking a Retirement Plan Conversion Analyst to join their Client Transition Services team. This role is responsible for managing data and asset transfer processes during new client plan conversions while ensuring timely notifications and milestone completions for the project team.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

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 experienceSQLInformaticaData analysisMS Word/ExcelQuery constructionCommunication skillsOrganizational skillsProblem-solving skillsAttention to detail