Retirement Plan Conversion Analyst

Job Summary

A company is looking for a Retirement Plan Conversion Analyst.

Key Responsibilities

• Partner with clients and vendors to gather data for migration and maintain ongoing data dialogue
• Analyze, reconcile, and audit data received against documented plan rules and maintain auditable records
• Manage large data conversion projects and participate in department projects and data-specific initiatives

Required Qualifications

• Five years of experience in the financial services industry, particularly with electronic data files
• Working knowledge of Paris or related database systems, and SQL (AQT)
• Experience with Informatica or Pervasive software, or related systems
• Proficiency in MS Word/Excel and experience constructing queries