Retirement Plan Conversion Analyst

Employer Industry: Financial Services

• Salary up to $77,000
• Opportunity for an annual bonus based on performance
• Comprehensive benefits package including 401k match, pension plan, and medical insurance
• Remote or hybrid work options for better work-life balance
• Career training and development opportunities to support professional growth
• Paid time off starting at 160 hours annually, plus holidays and parental leave

• Partner with clients, vendors, and internal resources to gather data for migration
• Analyze and reconcile data against documented plan rules
• Manage large data conversion projects and ensure timely task completion
• Audit and perform data quality reviews for each conversion
• Maintain department tools and procedures as assigned

• Five years of experience in the financial services industry, including working with electronic data files
• Working knowledge of database systems such as Paris and SQL (AQT)
• Experience using Informatica or Pervasive software, or related systems
• Strong written and verbal communication skills for stakeholder presentations
• Proficiency in MS Word and Excel, with experience constructing queries

• Experience with data quality reviews and project management in a financial context
• Familiarity with additional data management tools or software

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