Job Description

2 hours ago Be among the first 25 applicants About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Job Family Customer & Business Quality Assurance Job Description Summary Handle a wide variety of audit processes related to the transition of new client business to Transamerica. The incumbent provides outstanding customer service to our new clients and plays an integral, highly visible role in managing administrative functions for the new plan. Provide support in the areas of audit analysis, audit corrections, audit efficiencies, report development, and special projects. Communicate with Client Transition Services (CTS) staff to understand needs and provide effective consultation, error avoidance, and procedures. Responsibilities Provide quality support to CTS by running and analyzing new case audits, including but not limited to balances, allocations, default analysis, etc. Identify trends related to conversion strategies that may require additional oversight and changes to audit processes. Create plan level conversion reconciliations; identify discrepancies and collaborate with the Transition team and Accounting for resolution. Control audit system setup, identify and implement procedures for all new accounts. Recommend and implement effective solutions to problems that may arise throughout the conversion. Manage the administrative functions for the new plan and make recommendations for service/productivity improvements. Support special projects, such as providing technical direction and running ad hoc reports in AQT. Identify ways to improve effectiveness, efficiency and “value added” for internal and external customers. Develop and implement processes for mitigation of future issues and management of customer expectations. Train team members and members of the conversion team on the CTS audit procedures. Serve as a subject matter expert to management and internal teams on best practices. Qualifications 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. Preferred Qualifications Pension plan conversion experience. Experience with AQT and/or SharePoint. Compensation The salary for this position generally ranges between $64,000 - $72,000 annually. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. Benefits We offer a comprehensive benefits package designed to support both the personal and financial well‑being of our employees, including: Competitive Pay Bonus for Eligible Employees Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical, Dental and Vision Insurance Employee Discounts Career Training & Development Opportunities Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year. Be Well Company holistic wellness program. Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees. Employee Assistance Program Employee Matching Gifts Program Employee Resource Groups and inclusion and diversity programs. Seniority level Mid‑Senior level Employment type Full‑time Job function Quality Assurance Industries Insurance and Financial Services Referrals increase your chances of interviewing at Transamerica by 2x We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Transamerica

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