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Financial Services Coordinator

2 months ago

Denver, Colorado, United States Synergistic Systems Inc Full time

**Job Summary**

At Synergistic Systems Inc, we are seeking a highly skilled Business Operations Analyst to join our team. As a Business Operations Analyst, you will play a critical role in coordinating with internal stakeholders and partners to ensure the successful implementation of platform updates and services for our clients.

**Key Responsibilities and Duties**

  • Implement projects for institutional retirement plans with high-quality data outcomes, ensuring accuracy and comprehensiveness.
  • Provide consultative data solutions for plan administration challenges, leveraging your analytical and Excel skills.
  • Evaluate and escalate risks and issues for retirement plan implementations in a timely manner, collaborating with internal resources.
  • Engage with stakeholders, including clients, plan management services, and IT, to resolve data issues and ensure successful transitions.

**Requirements**

  • 3+ years of experience in a Business Operations Analyst, End User Computing Analyst, or operations analyst role.
  • Strong analytical and Excel skills, with the ability to pass an Excel test.
  • Excellent verbal and written communication skills.
  • University degree required.

**Preferred Qualifications**

  • 5+ years of experience in a Business Operations Analyst role.
  • Solid experience in financial services, with a focus on retirement plans.
  • Agile experience is a plus.

**FINRA Registrations**

  • Series 6 or 7 registration is required.

**What We Offer**

Flexible work-from-home options and a dynamic work environment.