Data Specialist: New Business
Company Name:
Prudential
Title: Data Specialist: New Business
Location: Iowa-Dubuque
Other Locations: United States-New Jersey-Iselin, United States-Pennsylvania-Scranton, United States-Connecticut-Hartford
Responsible for performing a variety of analytical functions associated with onboarding more complex defined contribution and defined benefit plans. Specific responsibilities include plan set-up, data automation, payroll set-up, plan maintenance and loading transition data to Prudential systems. Incumbents possess a high level of technical expertise in understanding and interpreting IRS regulations and plan documents. Incumbents work closely with Data Managers and assist with the more complex technical problems/issues.
Passport/OMNI/DBRK plan set up for complex NB plans
New Plan Payroll Set Up - Complex
New Plan Participant Set Up
Plan to Plan Spinoffs and Mergers
Test file review
Change in payroll remittance method
Investment Changes
Data Automation
Supports Data Manager inbox for tasks
May be assigned as primary contact on simple activities
May be assigned as primary contact during peak periods
Code and test DB calculation software for purposes of calculating benefits, generating benefit statements and for Interactive Internet
calculations
Provide guidance to Data Manager on required DB and DC data elements along with direction on how to load the plan specific data elements
Conduct a detailed review of the DB and DC plan document to understand the plan specific benefit formulas and to determine data needs.
Strong DB knowledge required
5 years of Retirement Industry, and/or Financial Services experience required
Ability to take on all types of transitions and product and service adoptions including Tax Exempt, Private Equity and Jumbo Market transitions
Ability to manage multiple projects and manage conflicting priorities
Prudential Retirement Services product offering or related retirement industry products and services knowledge a plus
Strong communication skills
Ability to work in a fast-paced, changing environment
Shows initiative and is results oriented
Ability to prioritize and work under tight deadlines
Strong attention to detail
Knowledge of Prudential Retirement systems DC/DB Recordkeeping systems is a plusInsurance/Financial Service SalesEstimated Salary: $20 to $28 per hour based on qualifications.
Prudential
Title: Data Specialist: New Business
Location: Iowa-Dubuque
Other Locations: United States-New Jersey-Iselin, United States-Pennsylvania-Scranton, United States-Connecticut-Hartford
Responsible for performing a variety of analytical functions associated with onboarding more complex defined contribution and defined benefit plans. Specific responsibilities include plan set-up, data automation, payroll set-up, plan maintenance and loading transition data to Prudential systems. Incumbents possess a high level of technical expertise in understanding and interpreting IRS regulations and plan documents. Incumbents work closely with Data Managers and assist with the more complex technical problems/issues.
Passport/OMNI/DBRK plan set up for complex NB plans
New Plan Payroll Set Up - Complex
New Plan Participant Set Up
Plan to Plan Spinoffs and Mergers
Test file review
Change in payroll remittance method
Investment Changes
Data Automation
Supports Data Manager inbox for tasks
May be assigned as primary contact on simple activities
May be assigned as primary contact during peak periods
Code and test DB calculation software for purposes of calculating benefits, generating benefit statements and for Interactive Internet
calculations
Provide guidance to Data Manager on required DB and DC data elements along with direction on how to load the plan specific data elements
Conduct a detailed review of the DB and DC plan document to understand the plan specific benefit formulas and to determine data needs.
Strong DB knowledge required
5 years of Retirement Industry, and/or Financial Services experience required
Ability to take on all types of transitions and product and service adoptions including Tax Exempt, Private Equity and Jumbo Market transitions
Ability to manage multiple projects and manage conflicting priorities
Prudential Retirement Services product offering or related retirement industry products and services knowledge a plus
Strong communication skills
Ability to work in a fast-paced, changing environment
Shows initiative and is results oriented
Ability to prioritize and work under tight deadlines
Strong attention to detail
Knowledge of Prudential Retirement systems DC/DB Recordkeeping systems is a plusInsurance/Financial Service SalesEstimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
