Retirement Initiatives Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the technical intermediary between Retirement Benefits Operations and Technical Operations, collaborating with programmers, vendors, and operational teams.

• Gather and assess data to guarantee precise and efficient administration.

• Draft requirements, uphold documentation, execute testing, prepare reports, and cultivate strong relationships both internally and externally.

• Examine programming modifications and/or system upgrades to current programs, testing and confirming the accuracy of these changes.

• Partner with programmers, operations, and external vendors to ensure high-quality outputs by understanding the impact across all areas.

• Deliver technical assistance, training, and issue resolution for end users.

• Design, develop, generate, and assess operational reports, queries, data, and procedures related to systems, including the scheduling and distribution of reports.

• Evaluate data files, proactively detect trends and/or issues, and work with operations to improve the client experience.

• Formulate requirements for software modifications and coordinate these changes with vendors and operations.

• Represent Retirement Benefits Operations and Technical Operations on projects involving both new and existing client implementations.

• Record system and client support processes, including the maintenance of operational workflows and documentation.

• Foster strong internal relationships as well as relationships with clients and external partners.

⛳️ Requirements

• A high school diploma is required, while a four-year college degree is preferred.

• A minimum of two years’ experience as a Business Systems Analyst or two years in a benefits administration environment with relevant technical knowledge.

• Familiarity with group Retirement Plans, particularly Defined Benefit Plans.

• Proficient in Excel, SharePoint, Smartsheet, and the Microsoft Suite.

• Basic comprehension of business practices and a solid understanding of project management methodologies.

• Knowledge of database systems and applications.

• Collaborative, accountable, proactive, and capable of effectively coordinating with cross-functional teams to enhance service delivery.

• Strong organizational, analytical, problem-solving, and time management abilities.

• Capacity to exercise independent judgment.

• Exceptional attention to detail.

• Excellent verbal and written communication skills, including the ability to collaborate closely with diverse groups of professionals.

🏝️ Benefits

• Health, vision, and dental insurance.

• Retirement savings 401(k) plan with company match.

• Paid time off (PTO).

• Excellent opportunities for career advancement.