Data Analyst focusing on data collection, analysis, and visualization at Pague Menos. Supporting strategic insights and decision - making through effective data management and reporting.
SS
Hybrid Business Data Analyst
Posted 2 months ago
About the role
- Business Data Analyst role focusing on service installations for retirement clients at a Fortune 1000 financial services company. Requires at least 3 years financial services experience in a hybrid working model.
Responsibilities
- Coordinate platform updates and service installations for retirement plan clients.
- Manage, execute, and validate configurations supporting retirement plan service changes.
- Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
- Ensure adherence to transition best practices throughout the implementation lifecycle.
- Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships.
- Ensure procedural steps and documentation standards are consistently followed.
- Perform quality checks at each stage of implementation to ensure accuracy and compliance.
- Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
- Provide timely implementation status updates to business partners and management.
Requirements
- Minimum of 3 years of financial services experience
- Intermediate Microsoft Excel skills
- Strong verbal and written communication abilities
- Ability to learn quickly and adapt to changing priorities
- Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
- Experience with client transitions, onboarding, or plan implementations
- Experience with OMNI recordkeeping platform
- Bachelor's degree is a plus
- Series 6 or Series 7 license is a plus (not required)
Benefits
- Major Medical plan
- 401K plan
- Paid vacations
- Paid holidays
- Direct deposit of compensation
- Dental and Short Term Disability Plans available through AFLAC
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