Fortune 1000 financial services company seeking Business Data Analysts to support platform updates and service installations for retirement plan clients, ensuring data completeness and accuracy for successful client onboarding and plan management.
Requirements
- Intermediate Microsoft Excel skills
- Experience with OMNI recordkeeping platform
Responsibilities
- Coordinate platform updates and service installations for retirement plan clients.
- Manage, execute, and validate configurations supporting retirement plan service changes.
- Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
- Perform quality checks at each stage of implementation to ensure accuracy and compliance.
- Obtain and validate all necessary plan data for retirement plan transitions.
- Ensure data completeness and accuracy to support successful client onboarding, plan updates, and service implementations.
- Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
Other
- At least 3 years of financial services experience
- Hybrid role requiring on-site presence three days per week
- Reside in or commute to Charlotte, NC or Frisco, TX
- Strong verbal and written communication abilities
- Ability to learn quickly and adapt to changing priorities
- Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
- Experience with client transitions, onboarding, or plan implementations
- Bachelor’s degree is a plus
- Series 6 or Series 7 license is a plus
