Cetera Financial Group is looking to support initiatives focused on growing the retirement services by filling a Retirement Plan Solution Data Analyst role.
Requirements
- 3+ years of advanced Excel experience (x-lookup, shortcut keys, macros etc.)
- Proficiency with the technology platform(s) used by the Retirement Plan Solutions (RPS) team.
- Experience with employer sponsored retirement plans.
- Experience with insurance and/or annuities
- Series 65, 66, 7
- 3+ years’ experience with direct business and/or advisory operations and customer service
- 3+ years of advanced Excel experience (v-lookup, shortcut keys, etc.)
Responsibilities
- Maintain and improve data through discrepancy reconciliations, ensuring accuracy and data hygiene.
- Assist in data reporting, ensuring accuracy and timely delivery of reports.
- Proactively identify and address potential data issues, performing detailed research as needed to resolve issues or improve processes.
- Develop an understanding of agreement structures and processes to manage responsibilities effectively.
- Provide program support, including onboarding of new advisors and record-keepers/vendors.
- Collaborate with internal teams to address and resolve advisor-related escalations promptly and professionally.
- Communicate effectively and in a timely manner with advisors, RK’s and other vendors, and internal teams, ensuring clarity and professionalism.
Other
- Bachelor’s degree or equivalent experience
- 4-6 years of financial services experience
- Strong communication skills with advisors, vendors, and internal teams.
- Ability to communicate clearly in written format, including the ability to document decisions made effectively by program management, with supporting rationale.
- Natural curiosity with respect to how things work, and why, and how they fit together.
