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Intern - Retirement Plans Analyst

Edelman Financial Engines
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Intern – Retirement Plans Analyst

 

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!  

   

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.   

   

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.   

 

As an Intern Retirement Plans Analyst on the Small Business Retirement Plans Division team, you’ll provide analytic, data and service support to the Retirement Plans Division to help ensure client satisfaction on an employer and participant level.  The position is primarily focused on supporting the Retirement Plans Division to improve client data and improve efficiencies for our Retirement Plan Advisors and Operations teams.

We are looking for someone who is highly organized, critical thinker with strong data and analytic skills who can identify ways to improve processes and ensure client satisfaction.  

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Intern – Retirement Plans Analyst role, we are seeking a candidate with strong business and data analytics qualities to help advance our data quality and create operational efficiencies. If you are a strategic thinker with strong communication, project management and organizational skills who likes to own the work – including improving and refining our plan data and analytics, this may be an opportunity for you!  

      

Responsibilities:  

  • Consolidate and improve the Retirement Plans Division (RPD) data within Salesforce
  • Review Recordkeeping data and ensure accuracy on RPD systems
    • Suggest and make recommendations to improve data flow between recordkeepers and RPD
  • Support daily service and operations, as needed.
  • Create opportunities within our plan sponsor micro-sites for existing plans and create procedures for future rollout

  Requirements:  

  • Strong technical and analytical skills
  • Proficient in Microsoft Office and intermediate to advanced Excel proficiency
  • Ability to work independently
  • A rising Sophomore or Junior studying business with and emphasis in business analytics and data management

    

About Edelman Financial Engines   

  

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3  

  

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  

  

For more information, please visit EdelmanFinancialEngines.com.  

  

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819  

  

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.  

  

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.  

  

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.  

  

1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.   

2 Edelman Financial Engines data, as of Dec. 31, 2022.  

3 Edelman Financial Engines data, as of Sep. 30, 2023.