Analyst Participant Data

Empower Geographics Inc

Not specified (assumed flexible/hybrid based on company culture)
Strong knowledge of excel required
Knowledge of irs codes 401k 403b 457
Experience with participant data files
Empower Geographics Inc is seeking an Analyst Participant Data to analyze participant data for compliance with plan provisions and service agreements, primarily focusing on large and complex client segments. The role requires strong analytical skills, experience with IRS codes, and proficiency in Excel, while the company promotes a flexible work environment and emphasizes internal mobility and community involvement

Job Summary

  • The role involves analyzing participant data for completeness to ensure adherence to plan provisions and service agreements.
  • Candidates will coordinate the participant data setup and communicate with various functional teams across the organization.
  • Empower Geographics Inc offers a flexible work environment that celebrates internal mobility and encourages employees to transform their own financial lives.

Matching Summary

Match Score: 85

Empower Geographics Inc is seeking an Analyst Participant Data to analyze participant data for compliance with plan provisions and service agreements, primarily focusing on large and complex client segments. The role requires strong analytical skills, experience with IRS codes, and proficiency in Excel, while the company promotes a flexible work environment and emphasizes internal mobility and community involvement.

Skills & Requirements

Must-have

  • Strong knowledge of EXCEL required
  • Knowledge of IRS codes 401k 403b 457
  • Experience with participant data files
  • Ability to resolve data anomalies
  • Plan document provision knowledge

Nice-to-have

  • Internal mobility and flexible work environment
  • Cross-functional collaboration skills
  • Commitment to diversity and inclusion
  • Volunteering experience in communities
  • Proficient with internal record keeping systems

Key Requirements

  • Bachelor's degree in business or related field preferred
  • 3-5 years FINRA fingerprinting required
  • Implementation or related work experience preferred
  • Strong analytical skills and attention to detail required

Work Rights

Not specified

Tailored Resume

Cover Letter