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PA2024435 Retirement Services - Plan Maintenance Fee Analyst

SS&C
Braintree, MA Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 3/23/2025
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000 employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Retirement Plan Maintenance Analyst
Location: Any Primary or Secondary Location(s) | Hybrid
Get To Know Us: SS&C Retirement Solutions
A full suite of solutions for core recordkeeping to help firms master complexities across the retirement lifecycle from accumulation to drawdown.
Plan Maintenance Analyst is responsible for processing the full variety of Plan level maintenances, Price Margin, financial and non-financial, by client. A percentage of Quality check (QC) of other analyst processing for all work types completed within the Plan Maintenance Team is required.
Why You Will Love It Here!
  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
  • Ensure all data and systems requirements are updated accurately
  • Handle bundled and unbundled plans as well as Simple IRAs
  • Handle maintenance and calculations on annuity product
  • Maintain a high level of service to clients by responsiveness, effective communications and completion of project deliverables in agreed upon timeframes according to contractual benchmarks
  • Partner with internal teams to resolve outstanding issues efficiently to meet all deadlines
  • Coordinate communication and resolution with internal partners and clients
What You Will Bring:
  • Bachelor's degree or Retirement Services work experience
  • 3-5 years Defined Contribution Plan Administration or Plan Conversion experience required
  • Proficient knowledge of qualified retirement plans and an understanding of plan setup and maintenance as applicable to daily plan administration
  • General knowledge of IRS and SEC regulations
  • Strong knowledge of MS Word and Excel required
  • Strong numbers aptitude, including a high level of accuracy and attention to detail
  • Ability to gather and analyze facts, evaluate plan needs, and develop creative solutions
  • Demonstrate organizational skills, and the ability to set goals and prioritize tasks in a fast-paced environment
  • Able to work Hybrid in local office 6 days per month.
We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @
www.ssctech.com/careers
.
#JS-Hybrid
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.

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