Senior CTS Quality Consultant

Job not on LinkedIn

November 18

Apply Now

Receive Emails with Similar Jobs

Transamerica

WebsiteLinkedInAll Job Openings

Finance • Insurance • Retirement

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

5001 - 10000 employees

Founded 1904

💸 Finance

📋 Description

• Handle a wide variety of audit processes related to the transition of new client business to Transamerica. • Provide outstanding customer service to our new clients and play 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. • 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.

🎯 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 • Pension plan conversion experience (Preferred) • Experience with AQT and/or SharePoint (Preferred)

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • 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