Analysis Skills, Artificial Intelligence (AI), Documentation, ERISA (Employee Retirement Income Security Act of 1974), File Management, Mutual Funds, Onboarding, Pattern Matching, Process Improvement, Python Programming/Scripting Language, Quality Assurance, Quality Control, Reconciliation, SQL (Structured Query Language), XML (EXtensible Markup Language)
Required skills:
Analyze/validate payroll, contribution, and enrollment data; reconcile discrepancies across systems
Map, transform, and integrate data for recordkeeping platforms; manage file formats (CSV/XML)
Detect errors using AI tools (pattern recognition, anomaly detection)
Support plan onboarding: configure plans, investments, and contribution rules
Monitor data flows, interfaces, and automated feeds; troubleshoot issues
Apply knowledge of 401(k) products (mutual funds, CITs) and FIS Omni
Perform QA/QC, maintain documentation, ensure ERISA/IRS/DOL compliance
Collaborate with stakeholders; communicate data needs and resolutions
Use AI/Python/SQL/RPA to automate processes and improve efficiency