Retirement Plan Conversion Analyst – Plan Fund Change

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Title: Retirement Plan Fund Change Specialist  

Location: Hybrid

Get To Know The Team:

The Plan Fund Change Retirement Plan Specialist 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 processing.

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.
• Ability to work 6 days per month in the local office.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers. 

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.