Remote Analyst Jobs in Greensboro, NC

Position Overview :

Supporting client onboarding processes to ensure key deliverables are met. Participate in client and financial professional meetings pertaining to various file set ups as well as with prior recordkeepers files. Assist with conversion and translation of financial and demographic data to ensure accurate and timely transition of plan liabilities. Demonstrate a high level of client satisfaction to Plans and Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the unit. In addition, will support Quality Assurance (QA) processes to ensure deliverables are met.

Skills / Competencies :

• The candidate must be able to demonstrate the skills / competencies as listed below.
• Communication Skills - Communicates proactively with plans sponsors, financial professionals and Prior Recordkeepers’. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks.
• Technical Knowledge – knowledge of non-qualified deferred compensation plans a plus or job specific technical knowledge required. Demonstrates in depth understanding of assigned tasks underpinning operational function and understanding at a high level of concepts behind them.
• Problem Solving- Identifies and solves problems utilizing resources / procedures for a specific process, with a defined resolution. Regularly takes ownership of problems with undefined resolutions based on knowledge of concepts.
• Detail Oriented Vs. Big Picture - Understands the impacts of decisions across business division and communicates implications to team leadership where appropriate. Develops and presents process improvements to gain efficiencies.
• Conflict Resolution - Addresses conflicts with team as well as effectively escalating cross team conflict so that senior associates and / or leadership can address. Assists associates on the team in finding positive solutions and outcomes.
• Training / Mentoring - Ownership of the mentor process that trains a peer on a new or existing process / procedure and fully understands the conceptual underpinnings of the tasks they are training other on. Ability to explain why a process / procedure is in place and how it affects other functions, not only the steps needed to complete a task.
• Risk Taking / Decision Making - Independently makes decisions on participant or plan level transactions and recognizes new "outside the box" situations and escalates those appropriately.
• Planning / Organizing - Generally plans 2-3 days in advance in order to meet specific tasks and departmental goals as defined. Plans for self and back-up as needed while also incorporating additional tasks / project work into schedule. Also takes into consideration the volumes of teammates to determine the ability to assist others. Organized so that specific items can consistently be retrieved quickly.
• Time Management / Prioritization - Strong understanding of set priorities for the department. Rarely needs assistance with conflicting priorities to ensure all deliverables are met. Responsibility to manage own tasks.
• Initiative / Work Ethic - Completes daily work as assigned and will often assist peers with daily work to ensure deliverables are met. Proactively seeks out opportunities for additional departmental work and offers support for projects.

Job Duties / Responsibilities :

Minimum Qualifications :

Ability to work overtime to meet the needs and cyclical trends of the business organization.