The Implementation team in FASCore currently has an opening for a Sr Implementation Analyst. This position is integral to the success of Great-West Retirement Services. You will be responsible for overseeing the implementation of transfer and new start up of defined contribution plans on the Putnam Platform , along with conducting welcome calls after a thorough review of plan documentation.
Responsibilities & Qualifications:
- May perform welcome calls and consults on new and transfer plans with various client contacts.
- Coordinate the timely and accurate preparation of plan documents.
- Oversee the plan set-up process and work with other team members to refine as necessary.
- Work with internal and external clients to provide quality assurance.
- Facilitate the transfer of plan assets and records by written and verbal contact with prior carriers.
- Bachelor's Degree in Business or related field strongly preferred.
- Experience working with 401(k), 403(b) and 457 documents, reconciliation of plan/participant level data, and plan setup information required.
- Excellent written and verbal communication skills required.
- Ability to work successfully in a high stress environment.
- ISIS experience (proprietary system) is highly preferred.
- Series 6 License required within 90 days of employment
About Great-West Financial:
Great-West Financial SM helps millions of Americans, their companies and employers build greater financial security. Headquartered in metro Denver with offices around the country, Great-West Financial offers a wide range of retirement savings products and services, life insurance and annuities. With more than a century of experience and a history of financial strength and stability, Great-West Financial has earned the reputation as a trusted financial partner, to and through retirement.
For more information, please visit www.greatwestcareers.com . We are an equal opportunity employer dedicated to workforce diversity. We are committed to providing a drug-free workplace.
You’ll find good people at Great-West Financial.
Great-West Financial SM refers to products and services provided by Great-West Life & Annuity Insurance Company and its subsidiaries and affiliates. Great-West Financial SM is a service mark of Great-West Life & Annuity Insurance Company.
Great-West - 13 months ago
Great-West FinancialSM helps millions of Americans, their companies and employers build greater financial security. Headquartered in metro...