Primary Responsibilities
- Collaborating with stakeholders like Implementation Consultant, Plan IA, Relationship Manager, Auditors, OE reps and ERISA Consultants to facilitate seamless data migration and integration.
- Supporting implementation process through detailed analysis and troubleshooting.
- Transition of plans from previous record keeper to Empower database, ensuring operational readiness.
- Coordinated with upstream and downstream teams to ensure timely and accurate loading of prior record keeper data.
Secondary Responsibilities
- Training and mentoring new associates to enhance skill sets and productivity.
- Assigning daily tasks to ensure efficient workflow and meet operational goals.
- Conducting monthly process knowledge tests to assess team understanding.
- Performing quality checks to ensure adherence to standards.
- Facilitated refresher training sessions to strengthen team skills and knowledge retention.
- Leading daily and weekly update meetings to communicate progress and objectives.
- Prepared monthly data IA reports to provide insights into team performance and identify improvement areas.
- Developing and presenting monthly data IA team performance dashboards.