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Retirement Plan Conversion - Fund Change

SS&C Technologies

in Quincy MA / Kansas City MO / Dublin OH / Hybrid

Logo for SS&C Technologies

SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry’s leading retirement plan providers by offering tailored solutions that help drive providers’ vision, reinforce their value proposition, and support their strategic goals.

Get To Know The Team:

The Plan Fund Change Retirement Plan Conversion Analyst is responsible for processing all Plan-fund changes, Mass exchanges and all fund related plan level items within each client platform. The role is exclusive to Plan Fund Change.

Why You'll Love it at SS&C!

  • Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
  • Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities. 
  • Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
  • Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
  • Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
  • Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
  • Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!

What You Will Get To Do:

  • Independently Process all Plan-level fund related items for existing plans, all clients. 
  • Ensures all data and systems requirements are executed accurately.
  • Collaborate with others as needed to address system issues, training issues and procedural changes.  
  • Engage with clients to ensure accuracy, post event confirmation, and process improvements.
  • Performing complex computations, understanding and processing numbers, and analyzing data with a high level of accuracy.
  • Collecting and analyzing information, assessing plan requirements, and generating innovative solutions.
  • Leverage data reporting to facilitate client optimization of actual value.
  • Work independently and collaboratively with team members to achieve team goals.
  • Learn about new products and services.
  • Process complex and simple transactions for various clients such as mutual funds, defined contribution, and 529 plans.
  • Generate and distribute record-keeper data.
  • Exposure and training on various complex software systems.

The Impact You Will Make:

  • Bachelor's degree or equivalent combination of formal education and work experience.
  • 3-5 years' Defined Contribution Plan administration Processing and/or Plan Fund Change experience required.
  • Proficient knowledge of qualified retirement plans and an understanding of financial on fund level processing. 
  • General knowledge of Internal Revue Services and Security Exchange Commission regulations.
  • Strong knowledge of MS Word and Excel required.
  • Effective Communication skills required.
  • Superior client-centric and solution-centric focus.

How to Apply

Hello Retirement Service Professional, please feel free to send resume directly to recruiter in consideration for the Retirement Plan Conversion - Fund Change Analyst, or apply via our career site using the "Apply Now" button below.

Apply Now

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