Employer Industry: Financial Services Why consider this job opportunity Salary up to $72,000 annually Eligibility for an annual bonus based on company performance and individual contributions Comprehensive benefits package including medical, dental, vision, and a pension plan Paid time off starting at 160 hours annually and ten paid holidays each year Opportunities for career training and development Commitment to diversity and inclusion with employee resource groups and recognition programs What to Expect (Job Responsibilities) Provide quality support to Client Transition Services (CTS) by running and analyzing new case audits Identify trends related to conversion strategies that may require additional oversight and changes to audit processes Create plan-level conversion reconciliations and collaborate with the Transition team and Accounting for resolution Manage administrative functions for new plans and recommend service/productivity improvements Train team members on CTS audit procedures and serve as a subject matter expert on best practices What is Required (Qualifications) 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 Knowledge and understanding of installation processes and plan administration Advanced skills in MS Excel How to Stand Out (Preferred Qualifications) Pension plan conversion experience Experience with AQT and/or SharePoint We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer. #J-18808-Ljbffr Transamerica
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