Overview
Skills
Job Details
SUMMARY OF THE FUNCTION/ROLE
Client is seeking a Retirement Data Analyst to support the (MaBSTOA) Consolidated Pensions team. This role focuses on reviewing and validating member service data in PeopleSoft to ensure accuracy and consistency in retirement benefit calculations. The analyst will collaborate with internal teams to identify data discrepancies, recommend corrective actions, and maintain tracking logs using Excel and SharePoint. Ideal candidates should have either a bachelor's degree or equivalent experience and education, strong attention to detail, and proficiency in Excel. Familiarity with PeopleSoft or HRIS systems is a plus, but not required. This is a great opportunity for entry level candidates and/or career changers looking to build a career in retirement services and data analysis. A customer service mentality will be helpful to success in the role, so candidates with hospitality, retail, and service industry experience might be good fits.
RESPONSIBILITIES
Review and validate pension plan member data for accuracy, completeness, and consistency.
Assist in identifying and resolving discrepancies in member service data.
Collaborate with the Retirement Solutions and Member Data Solutions teams to document data issues and perform and recommend corrective actions.
Help maintain tracking logs for data issues and resolutions using SharePoint or Excel.
Assist with the review and verification of retirement benefits estimates for pension plan members who are near retirement.
Support ongoing projects to ensure that all payees are receiving accurate and correct benefits.
Communicate findings clearly to team members and contribute to process documentation.
QUALIFICATIONS EXPERIENCE & EDUCATION
Bachelor's degree or equivalent education and experience
Exposure to HRIS systems is a plus
Proficiency in Microsoft Excel for data review, reconciliation, and reporting
Strong attention to detail and ability to identify and resolve data discrepancies in member service records
Emotional intelligence. Ability to collaborate and communicate with a multidisciplinary team.
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Critical Key requirements
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Bachelor's degree or equivalent combination of education and experience
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Proficiency in Microsoft Excel and familiarity with SharePoint. Willingness and ability to learn Microsoft Lists and Planner
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Ability to learn and navigate PeopleSoft to access, review, and update member service records Prior exposure to HRIS systems is a plus
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Clear written and verbal communication skills to document findings, report issues, and collaborate with Retirement Solutions and Member Data Solutions teams Detail-oriented and organized, with a commitment to data accuracy and confidentiality.
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