Retirement Services Analyst

Job Summary

A company is looking for a Terminations and Deconversions Analyst.

Key Responsibilities

• Manage a caseload of terminating and deconverting plans in SalesForce and Jira
• Ensure timely execution of business tasks and deliver best-in-class client experience
• Conduct reconciliation activities and prepare reports for new recordkeepers

Required Qualifications

• Bachelor's Degree
• 3+ years in retirement services or account management
• Advanced Excel skills
• Proficient analytical analysis
• Exceptional research skills