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ESSENTIAL FUNCTIONS :
Client Onboarding
Support client onboarding activities that involve leading calls with plan sponsors/brokers/TPA; confirm onboarding data questions; review test confirm reports from payment payroll; execution of User Acceptance Testing and production data validation; review of welcome kits test cases and web portal test cases; and peer review of onboarding files by other team member(s)
Monthly Payroll
Support payroll activities through variance analysis and reconciliation of monthly payroll reports and preparation of reconciliation reports for pension plan sponsors / administrators, reinsurers and other insurers
Annuity Administration
Assist with ongoing annuity administration such as investigation and resolution of claims related queries from plan sponsors, administrators, reinsurers and/or other insurers, validation of monthly reports, delivery of ad-hoc requests for member data and/or reports and support of ongoing data related initiatives, i.e., life audits, review of tax slips etc.
ADDITIONAL RESPONSIBILITIES:
Collaborate with other functions and departments, including actuarial, investments, risk, finance, and compliance on each winning bid Collaborate with management and/or cross functional teams on data related projects to help maintain or develop new reporting solutions that will help enable business decisions and/or support operational efficiencies Apply appropriate data engineering techniques and processes to optimize data flows and consumption Maintain monthly and year over year dashboards to assist with reporting to senior management Utilize data visualization tools and techniques for more impactful reporting Apply data quality methodology, i.e., completeness and accuracy to drive an exceptional onboarding experience for our clients Operate within defined data governance framework Effectively communicate complex data findings in a clear & concise manner to multi-disciplined teams Assist with the maintenance of the Operations team's playbook for ease of training and knowledge transfer to team members Assist with training new team members as required REQUIRED QUALIFICATIONS:
Bachelor's degree. Two to four years of experience with data analysis and interfacing with clients. Additional Qualifications: Experience using MS Office (Word, PowerPoint, and Outlook) and advanced knowledge of Excel in particular Project planning and project management skills are ideal Experience with data visualization tools Strong oral and written communication skills Ability to multi-task and perform well under pressure Strong attention to detail and accuracy Quick to learn new skills and applications Flexible and willing to take on a variety of tasks Strong team player that is motivated and resourceful to work as part of a small and dedicated team PREFERRED QUALIFICATIONS:
Degree in Business Administration, Actuarial Science, Statistics, Mathematics, Finance, Data Science or equivalent preferred Knowledge of group annuities/pensions is highly desirable Prior experience working with retirement plans and/or defined contribution plans. Experience with business intelligence software (e.g., Power BI), and/or PowerApps a plus
Career Band: P3A
Sprachkenntnisse
- English
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