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Retirement Services Analyst
VirtualVocationsConcord, California, United States12 days ago
Job type
- Full-time
Job description
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
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Retirement Analyst • Concord, California, United States
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