Handle a wide variety of audit processes related to the transition of new client business to Transamerica. Provide quality support to CTS by running and analyzing new case audits, identifying trends related to conversion strategies, and creating plan level conversion reconciliations.
Requirements
- Bachelor's degree in a business field or equivalent experience
- Five years of financial services experience
- Strong understanding of defined benefit/defined contribution, or relevant financial operations
- Experience and understanding of installation processes and plan administration
- Knowledge and understanding of fund trading and the relationship between plan assets and system balances
- Analytical and problem-solving skill to perform internal auditing procedures
- Organizational and time-management skills to work on multiple assignments through to completion
- Written and oral communication skills to convey technical information/analysis results
- Basic accounting skills
- Advanced skills in MS Excel
Benefits
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off
- Ten paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs