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Implementation Analyst
Great West Financial
Denver (Dtc), CO, United States
Job Details - this job has expired, please see similar jobs below
Position Highlights
The Implementation team in Great-West FinancialSM FASCore, LLC record keeping division currently has an opening for an Implementation Analyst, which will oversee the implementation of transfer and new start-up Institutional Partner plans, along with conducting welcome calls after a thorough review of plan documentation.
We are looking for strong analytical and customer service skills
This position is highly complex and requires frequent overtime during the period of October through February with very limited time off.
Primary Responsibilities
• Perform welcome calls and consults on new and transfer plans with various client contacts.
• Coordinate the timely and accurate preparation of plan documents.
• Oversee the plan set-up process and work with other team members to refine as necessary.
• Work with internal and external clients to provide quality assurance.
• Facilitate the transfer of plan assets and records by written and verbal contact with prior carriers.
Background and Qualifications
• Bachelors Degree in Business or related field.
• Experience in the Financial Services or Banking Industry.
• Strong Customer Services skills.
• Excellent written and verbal communication skills.
• Must be able to obtain a Series 6 License within 90 days of employment.
• Experience working with 401(k), 403(b) and 457 documents, reconciliation of plan/participant level data, and plan setup information required.
• EASY experience is highly preferred.
Working Conditions/Physical Requirements: Normal Office Working Conditions
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.
About Great-West Financial
At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.
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