Business Analyst

  • location: Pennington, NJ
  • type: Contract
  • salary: $20 - $24.99 per hour
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job description

Business Analyst

job summary:
Institutional Retirement Product Support Specialist:

Partner with Product Manager and line of business counterparts to support the implementation of and transition of existing client accounts to a newly launched fiduciary advisory product.

location: Pennington, New Jersey
job type: Contract
salary: $20.00 - 24.99 per hour
work hours: 8 to 5
education: Bachelor's degree
experience: 2 Years

  • Manage welcome kit process:
  • Check reports for new clients and gather client and mailing information.
  • Produce contents of welcome kit for each client.
  • Responsible for packaging, mailing and scanning kit contents.
  • Troubleshoot issues and research requests.
  • Support functions related to existing account transition project management:
  • Assist in data gathering and document production
  • Track deliverables and documents
  • Man mailbox and answer/vector incoming inquiries
  • Assist in data analysis and reporting
  • Ability to execute detail oriented tasks in fast paced environment.
  • Excellent project management skills.
  • Experience using Microsoft Office tools (Word and PowerPoint). Intermediate to advanced knowledge of Microsoft Excel. Must know Pivot tables and VLook Ups
  • Working knowledge of ML and experience with Financial Advisors a plus.
skills: Excel
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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