Job Summary
A financial services company is filling a position for a Virtual Senior Conversion Participant Data Analyst.
Core Responsibilities Include:
- Assisting with plan-level communications
- Providing direction on complex issues
- Balancing competing priorities
Must meet the following requirements for consideration:
- 6-10 years related work experience
- Prior experience and understanding of various IRS codes: 401(k), 401(a), 403(b), 457, etc
- Strong knowledge of Microsoft Excel
- Strong knowledge of internal record keeping systems