Retirement Project Specialist

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses: 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long-term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs (covering Communications, Brand, and Government and Policy Affairs). Transamerica employs nearly 7,000 people and is part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

About the Role

Provide system problem analysis and resolution on large project issues. Work with system programmers in system requirement definition for resolutions. Determine training issues within the division vs. systems problems needing addressed. Provide support in the areas of system problem resolution, database correction, rapport development, and special projects. Communicate effectively with internal parties to understand their needs and provide effective consultation, error avoidance, and appropriate procedures.

Responsibilities

• Provide advice and direction on high-profile, sensitive, and more complex customer/system issues.
• Develop system security levels to make full table updates to the PARIS system.
• Perform analysis of research and implement procedures/produce documentation of problems.
• Support reporting functions within the department through AQT and Spufi reporting and update tools.
• Interpret complex system errors and client issues by applying error resolution skills and involving resources and other system applications to produce effective problem-solving results.
• Develop solutions for business issues through the use of complex queries, detailed technical research, and produce results with minimal impact to the end user/client.
• Coordinate the assembling of the project team, determining project task assignments, identifying resource requirements, developing and maintaining project schedules, coordinating project activities, and adhering to project deadlines.
• Develop and maintain strong customer service relationships. Successfully interpret and communicate complex information to others with various levels of experience, including end users, upper management, and programmer staff. Work with both internal/external customers.
• Provide support to the Associate/Consultant or Specialist/Manager levels with regard to system research and table updates.
• Recommend and implement effective solutions to problems and issues, and suggest improvements to gain efficiencies.
• Assist in developing/enhancing the Paris III recordkeeping system.

Requirements

• Bachelor’s degree in business, system-related degree, or equivalent experience required.
• 3-5 years of pension, accounting, or technical experience required.
• Comprehensive knowledge of processes and systems used with expertise in most job functions.
• Pension knowledge required.
• Strong PC skills required, including electronic mail, routine database activity, word processing, spreadsheet, etc.
• AQT and Spufi knowledge required.

Preferred Qualifications

• Advanced PARIS knowledge preferred on most division processes, outsourcing procedures, file downloads, and uploads; Excel, Word, and Access.
• Ability to interpret complex data, business situations, and business impact.
• Exceptional problem-solving and analytical skills.
• Ability to manage one’s own time to work under time-sensitive issues utilizing planning, organization skills, and techniques to effectively manage multiple priorities.
• Ability to make independent decisions required on processes.
• Excellent verbal and written communication skills.

Working Conditions

Office environment with occasional travel.

Pay

The salary for this position generally ranges between $58,500 - $68,500 annually. The actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Benefits

• Comprehensive benefits package designed to support both personal and financial well-being.
• Competitive pay and bonus for eligible employees.
• Pension plan and 401k match.
• Employee Stock Purchase Plan.
• Tuition reimbursement.
• Disability, medical, dental, and vision insurance.
• Employee discounts.
• Career training and development opportunities.
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange holidays).
• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption assistance.
• Employee Assistance Program.
• Back-Up Care Program.
• PTO for Volunteer Hours.
• Employee Matching Gifts Program.
• Employee Resource Groups.
• Inclusion and Diversity Programs.
• Employee Recognition Program.
• Referral Bonus Programs.