What are the responsibilities and job description for the Sr. Retirement Asset Analyst position at October Three Consulting?
Summary
Are you a curious financial data professional who loves working directly with clients to ensure their investments receive the best possible outcome? Would you love to learn new things and build your career in fast-paced, innovative environment? If your answer is yes, let’s talk. October Three, an entrepreneurial, team-oriented financial services company on a mission to improve the way people retire, is recruiting for a Senior Retirement Asset Analyst; Peoplr is excited to be leading this search.
In this role, you will maintain and process asset data for October Three’s daily value market-based cash balance plans. You review and analyze third party data feeds, confirm the plans were updated accordingly, and administer the plans with the updated asset information. You will also debug any process issues and handle escalations from junior team members. This is a full-time, permanent position offering a generous salary and bonus opportunities. The chosen candidate can work out of the company’s Jacksonville, FL, or Irving, TX, location and will work a hybrid schedule after an initial training period.
About October Three
October Three is a defined benefit retirement firm made up of actuaries, consultants and administration experts. They have developed unique, one-of-a-kind software to handle the future of defined benefit plans. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees. Culturally, they are very team oriented with strong collaboration among colleagues to provide the highest quality service to our clients. They are an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development.
This position offers…
- Competitive salary and performance-based bonuses
- Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, 401(k), and a cash balance pension plan
- Ample opportunities for growth and professional development
- Rapidly growing team with the opportunity to work with various new clients, test and implement new technologies, and enhance processes
Must Haves
- 5 years of experience working with data and/or assets in the retirement, financial services, or insurance industry (retirement industry strongly preferred)
- Excellent time management and organizational skills in a fast-paced, team-oriented environment
- A passion for quality with experience ensuring high accuracy and minimal errors
- Demonstrated analytical skills with the ability to properly identify, research, and document issues
- Strong Microsoft Excel skills including complex functions (e.g., VLOOKUPs)
- Bachelor’s degree in related field or equivalent work experience
Nice-To-Haves
- Ability to perform complex Excel macros
- SQL skills
- Certifications in project management, retirement, or finance
About Peoplr
Peoplr is a national Human Resources consulting firm made up of HR experts enabling businesses to transform into engaging workplaces where people deliver outstanding results. Check us out on our website at: www.mypeoplr.com
Peoplr is proud to be an Equal Opportunity Employer. All applicants will receive consideration for employment, as Peoplr does not discriminate against an individual because of their race, color, religion, gender, sex (including same sex, gender identity, and sexual orientation), pregnancy, parental status, marital status, national origin or ancestry, age, physical or mental disability, sickle cell trait, genetic information and testing (including family medical history), AIDS/HIV status, source of income, political affiliation, military service, other non-merit based factor, or any other characteristic protected under applicable federal, state or local law.
Peoplr is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 844-577-1940 or send us an email at recruiting@mypeoplr.com
