Retirement Plan Conversion Analyst
Transamerica(1 month ago)
About this role
A member of the Client Transition Services (CTS) team responsible for handling moderate to complex data and asset transfer processes during new client plan conversions. The role ensures timely notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group and tracks milestone task completion for project team members. The position supports data governance, maintains conversion records and contributes to department data initiatives.
Required Skills
- Data Migration
- Data Reconciliation
- SQL
- Informatica
- Pervasive
- Data Analysis
- Project Management
- Communication
- MS Excel
- Querying
+2 more
About Transamerica
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