Retirement Project Specialist

Job Family Transactions / Client Processing

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.

Who We Are

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.

What We Do

Transamerica is organized into three distinct businesses. These include 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, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com .

Job Description Summary

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.

Job Description

Responsibilities

• Provide advice and direction on high profile, sensitive and more complex customer/system issues. Extensive knowledge in outsourcing capabilities and are primary system resource for the AC teams.
• Develop system security level to make full table updates to PARIS system. Perform analysis of research and implement procedures/produce documentation of the problem.
• Support reporting functions within the department through AQT and Spufi reporting and update tools.
• Interpret complex system errors and client issues by applying error resolutions skills and involve resources and other system applications to produce effective problem solving results.
• Develop solutions for business issues through 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 schedule, coordinating the project activities and adhering to project deadlines.
• Develop and maintain strong customer service relationship. Successfully interpret and communicate complex information to others with various levels of experience including end users, upper management and programmer staff. Will 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 Paris III recordkeeping system.

Qualifications

• Bachelor’s degree in business, system-related degree, or equivalent experience required. 3-5 years pension, accounting or technical 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, work 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. Can interpret complex data, business situations and business impact. Exceptional problem solving skills and analytical skills. Control 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
• Occasional Travel <10%

Compensation

The salary for this position generally ranges between $58,500 - $68,500 annually. Please note that the salary range is a good faith estimate for this position and 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.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

• We will never request personal information such as ID or payment for equipment upfront.

• Official offers are sent via DocuSign following a verbal offer—not through text or email.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay

• Bonus for Eligible Employees

Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• 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 (NYSE) holidays).

• Be Well Company holistic wellness program, which includes 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

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

* As of December 31, 2023