Implementation Analyst - Retirement

Definiti LLC; United States; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Dynamic work culture

401(k) with up to 4% match

Flexible PTO

Medical, dental and vision plan options

Company-paid life insurance

Job summary

Definiti LLC, a national retirement services company, seeks an Implementation Analyst for client onboarding. This remote role involves supporting implementation teams, multitasking effectively in a dynamic environment, and contributing to client success through strong communication and problem-solving skills. Ideal candidates have a GED/High School diploma and experience in financial operations.

Qualifications

• 2 years or more of financial operations or customer support experience required.
• Proficient with Microsoft Office applications.

Responsibilities

• Support Implementation Consultants and Specialists with onboarding clients.
• Coordinate between Sales and New Business Implementation teams.
• Update internal databases timely.

Skills

Multitasking

Data Entry Accuracy

Problem Solving

Communication

Education

High school diploma or GED

Tools

Microsoft Office

Microsoft Teams

Microsoft SharePoint

Job description

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Join to apply for the Implementation Analyst - Retirement role at Definiti LLC

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

PURPOSE OF POSITION

The Implementation Analyst plays a key role within our organization as it pertains to onboarding clients with Definiti. The Implementation Analyst is responsible for supporting the Implementation Consultants and Implementation Specialists with successful onboarding of new clients in various capacities.

PRIMARY DUTIES AND RESPONSIBILITIES

• Internal support for Implementation Consultants and Implementation Specialists.
• Liaison between the Sales and New Business Implementation teams for newly sold clients, plans and services.
• Updates various internal databases in a timely manner (Fresh Service, PensionPro, ASC, FTW)
• Assists and provides support for conversion data reconciliations
• Works in a team environment with other internal departments to complete various projects
• Owns and facilitates resolutions to internal teams on Client, Advisor, or Custodian questions/issues using all available resources
• Manages multiple on-boarding assignments, changing priorities to manage and prioritize project needs

COMPETENCIES REQUIRED

• Ability to multitask while maintaining accuracy in data entry.
• Ability to coordinate activities and tasks among diverse project teams
• Ensure duties and projects are completed by established timelines
• Ability to prioritize and manage workload and meet deadlines within a fast-paced, virtual environment.
• Excellent written and oral communication skills.
• Convey a professional, helpful and positive attitude while interacting with internal Team members.
• Strong problem-solving skills

EDUCATION AND QUALIFICATIONS

• High school diploma or GED required
• 2 years or more of financial operations, customer support, or related experience required.
• Financial services industry preferred.
• Proficient with Microsoft Office applications

REMOTE WORKING REQUIREMENTS

As a remote-first company, we have compiled expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• A virtual-first work philosophy
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
• 10 paid holidays and 2 paid floating holidays
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

Referrals increase your chances of interviewing at Definiti LLC by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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