Data Support Analyst, Entry Level

Jobright is an AI-powered career platform that helps job seekers discover the top opportunities in the US. We are NOT a staffing agency. Jobright does not hire directly for these positions. We connect you with verified openings from employers you can trust.

Job Summary:

Oracle Cloud ERP is a leading provider of financial services technology, and they are seeking a Data Support Analyst to support initiatives focused on growing retirement services. This role involves data analysis, reporting, and effective communication with stakeholders to ensure data accuracy and program support.

Responsibilities:

• Maintain and improve data through discrepancy reconciliations, ensuring accuracy and data hygiene.

• Collaborate with internal teams to address and resolve advisor-related escalations promptly and professionally.

• Provide program support, including onboarding of new advisors and record-keepers/vendors.

• Develop an understanding of agreement structures and processes to manage responsibilities effectively.

• Assist in data reporting, ensuring accuracy and timely delivery of reports.

• Communicate effectively and in a timely manner with advisors, RK’s and other vendors, and internal teams, ensuring clarity and professionalism.

• Proactively identify and address potential data issues, performing detailed research as needed to resolve issues or improve processes.

• Strong communication skills with advisors, vendors, and internal teams.

• Ability to communicate clearly in written format, including the ability to document decisions made effectively by program management, with supporting rationale.

• Provide feedback and contribute to improving the overall fiduciary program experience.

• Document decisions and provide supporting rationale for management.

• Proficiency with the technology platform(s) used by the Retirement Plan Solutions (RPS) team.

Qualifications:

Required:

• Bachelor’s degree or equivalent experience

• 2-5 years of financial services experience

• 3 years of advanced Excel experience (x-lookup, shortcut keys, macros etc.)

Preferred:

• Experience with employer sponsored retirement plans.

• Experience with insurance and/or annuities

• Bachelor’s Degree in Business, Economics, Finance or Accounting

• Series 65, 66, 7

• 3 years’ experience with direct business and/or advisory operations and customer service

• 3 years of advanced Excel experience (v-lookup, shortcut keys, etc.)

Company:

Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business. Founded in , headquartered in Austin, Texas, US, team size 10001 employees, currently Late Stage. Oracle Cloud ERP has a track record of offering H1B sponsorships.