As a member of the Client Transition Services (CTS) team, handles data and asset transfer processes during new client plan conversions. Ensures timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group, and milestone task completion to project team members.

Responsibilities

  • Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration.

  • Establish an ongoing data dialog, via payroll files, to maintain data elements.

  • Analyze and reconcile data received against documented plan rules.

  • Post transferred records from former record systems into company system; maintain auditable records of completed conversion steps.

  • Audit, analyze and perform data quality reviews for each conversion.

  • Maintain the NBI (new business intelligence) database and transaction calendar.

Qualifications

  • Two years of pension/retirement industry experience.

  • Two years of experience using electronic data files.

  • Organizational skills and attention to detail.

  • Problem-solving and analytical skills.

  • Written and verbal communication skills.

  • Working knowledge of database systems and SQL (AQT)

  • Knowledge of data transformation software.

  • Proficiency in MS Word/Excel.

Preferred Qualifications

  • Proficiency in MS Access.

  • Experience using Informatica software and/or Paris database system.

Working Conditions

  • Work from Home/Remote

  • Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **

Compensation:

The Salary for this position has a target range of $48,500 - $64,500 per year.

This is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility: This position is also typically eligible for an Annual Bonus Target of 7.5% based on the Company Bonus Plan/Individual Performance and is at Company Discretion.