Implementation Analyst

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🕒 May 15

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JTS Financial

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 1987

💸 Finance

💳 Fintech

Finance • Fintech • Investment Management

JTS Financial is a multi-generational family office established from investment management efforts initiated by John T. Sharpe in the mid-1990s. The firm specializes in long-term investments across a diverse range of asset classes, including public equity, fixed income, private equity, venture capital, real estate, oil & gas, and hedge funds. JTS Financial focuses on building lasting relationships with investment sponsors and typically engages in minority, passive investments while remaining open to active participation in select opportunities.

📋 Description

• Manage assigned projects using effective project management approaches with the goal of meeting business and IT objectives. • Ownership of assigned project deliverables. • Ability to identify and document business rules, data types, and conversion requirements. • Responsible for ensuring system configuration is in accordance with required documentation to include quality assurance and testing to ensure accuracy before delivery. • Census and Enrollment Data management and Quality Assurance. • Troubleshooting issues in format, data, and reports related to the conversion of the data and communicating with internal partners and discussing key findings during the conversion process. • Support the flow/timeline of the implementation to the established deadlines and escalate when necessary. • Provide brokers with direction, training, and ongoing technical support. • In partnership with the Broker team, support the handoff process from Implementation to Service/Account Management to ensure employer group satisfaction and continuity. • Consistently maintains security and confidentiality of all client data per client, platform, company policy and HIPAA requirements. • Effectively communicates technical issues and problems to non-technical clients. • Balance competing priorities on multiple projects. • Diagnoses and solves technical problems. • Works collaboratively with internal partners to resolve issues. • Gain knowledge of and ability to manipulate most areas of implementation and system configuration. • Maintain knowledge and competence in most aspects of implementation and system configuration. • Retain accountability for successful implementation projects. • Respond to email and phone requests for support in a timely fashion. • Participate in staff meetings, conference calls, and other meetings, as needed. • Participate in training, shadowing, and ongoing learning to build knowledge of implementation and system configuration processes.

🎯 Requirements

• Basic Insurance and Employee Benefit knowledge (preferred but not required) • Ability to work independently • Proficient Microsoft Office skills • Project management skills • Strong Technical aptitude • Strong attention to detail • Strong analytical ability, excellent communication skills, both written and verbal, with the ability to manage projects and multiple priorities simultaneously • Ability to handle and resolve issues • Strong customer service skills • Ability to be an effective team member and work well with others • Must be able to work outside of normal work hours on occasion • 1 years' experience in a role that had data analyst and/or project management exposure • Bachelor’s Degree (preferred but not required) • Proficient Microsoft Office Skills (may be required to complete proficiency testing).

🏖️ Benefits

• Daily online attendance required in remote work environment during normal business working hours • In-person and/or hybrid attendance occasionally required for company and/or team meetings • The Company reserves the right to require in-person attendance at the Company’s worksite at any time • The Company also reserves the right to make full-time attendance at the Company’s worksite an essential job function for this position if attendance becomes necessary to increase productivity, to develop teamwork, to conduct training, to better address customer needs, or to accomplish any other valid business goal.