Data Management Specialist | Third Party Retirement Plans
Careers at Myers and Stauffer Open At a glance
Mid-level Data Architecture & Governance role at Careers at Myers and Stauffer. North Canton · no salary stated · we estimate $99,518–$156,000 across the United States.
Careers at Myers and Stauffer has not published a salary for this role. The figure below is our estimate, not theirs.
dataroles summary, based on the employer's posting.
What you'll do
- Manage retirement plan records through each stage of the plan cycle, including contributions from record keepers
- Collect and organize client data, including sensitive details needed for processing and compliance
- Process incoming correspondence, record it, and file it digitally
- Maintain Excel worksheets and help prepare professional documents in Word, Excel and Outlook
What you bring
- A high school diploma or GED is required
- You have up to two years of relevant experience in the retirement planning field
- You can use Word, Excel, PowerPoint and Outlook proficiently, with strong general computer skills
- You can handle several projects at once and bring strong organization, accuracy and communication skills
Who this fits
This mid-level role suits someone who can work carefully with sensitive client records and follow established procedures. You’ll work with internal teammates and external clients, adapting as needs change. The position is hybrid in North Canton.
From the employer
Essential Functions and Primary Duties
- Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services
- May assist in preparation and production of professional materials in Word, Excel and Outlook
- Attention to detail and work in a fast pace environment
- Manage incoming correspondence, including processing, logging, and digital filing
- Assist and maintain Excel worksheets
- Managing a book of business to include all aspects of the retirement plan cycle
- Data collection from various record keepers
- Data management and compliance
- Managing client contributions from various record keepers
- Client data to include sensitive information for processing
- Able to work in a team environment
Additional responsibilities as assigned
Preferred Qualifications
Bachelor's degree
Minimum Qualifications
High School Diploma or GED
Zero to Two year of relevant work experience in the retirement planning industry
Proficient use of applicable technology
Advanced computer skills in Word, Excel, PowerPoint and Outlook
Experience with digital data management/filing system is an asset
Ability to manage multiple project and deliverable simultaneously
Excellent written/verbal communication skills and use of grammar
Excellent organizational skills and attention to detail
Ability to adapt to a changing environment
Ability to follow standard procedures
Ability to work cooperatively with others
Ability to build relationships and trust with internal and external clients and other key stakeholders
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