Data Management Specialist | Third Party Retirement Plans

#LI-JSS #LI-Hybrid

Essential Functions and Primary Duties

 

• Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services
• May assist in preparation and production of professional materials in Word, Excel and Outlook
• Attention to detail and work in a fast pace environment
• Manage incoming correspondence, including processing, logging, and digital filing
• Assist and maintain Excel worksheets
• Managing a book of business to include all aspects of the retirement plan cycle
• Data collection from various record keepers
• Data management and compliance
• Managing client contributions from various record keepers
• Client data to include sensitive information for processing
• Able to work in a team environment

• Additional responsibilities as assigned

   

Preferred Qualifications

 

• Bachelor's degree 

Minimum Qualifications

 

• High School Diploma or GED

• Zero to Two year of relevant work experience in the retirement planning industry

• Proficient use of applicable technology

• Advanced computer skills in Word, Excel, PowerPoint and Outlook

• Experience with digital data management/filing system is an asset

• Ability to manage multiple project and deliverable simultaneously

• Excellent written/verbal communication skills and use of grammar

• Excellent organizational skills and attention to detail

• Ability to adapt to a changing environment

• Ability to follow standard procedures

• Ability to work cooperatively with others

• Ability to build relationships and trust with internal and external clients and other key stakeholders