Data Management Specialist | Third Party Retirement Plans Job North Canton area,Ohio USA,Finance & Banking

Job Description & How to Apply Below

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

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