Data Team Specialist

CapitalRock
North Salt Lake, UT Full Time
POSTED ON 11/19/2022 CLOSED ON 12/18/2022

What are the responsibilities and job description for the Data Team Specialist position at CapitalRock?

A CapitalRock data specialist is responsible for ensuring that customer systems are configured and up to date with the appropriate data and rates through manual entry, upload, or API.

Responsibilities:

· Work as a team member in the maintenance of a custom database of annuity, life, mutual fund and 401(k) plan cost data.

· Interact with data providers, and research financial websites for product information and rates

· Review rates and product data for accuracy and make the necessary edits in SQL and custom database application

· Work with product/rates team to verify and assure overall accuracy of data

· Test product information using prescribed test cases, and compare results against product data and rates for accuracy

· Interface with the development team to automate and streamline the data import, upload, validation, and correction process.

Log issues in project tracking system.

Position Requirements:

· Advanced Excel skill set.

· Proficient in SQL

· Some coding experience helpful

· Ability to search for and find product and rate information on the internet

· Extremely detail oriented - data input accuracy and review precision are a must

· Proven ability to work independently, meet deadlines, and work with other team members

· Excellent written and verbal communication skills

· Ability to maintain a positive and professional image with co-workers, data providers and clients.

· Ability to manage multiple projects at a time and prioritize so customer issues are taken care of quickly

· Knowledge of the Finance and Software Industry very helpful

· Ability to speak “developer” extremely helpful

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Flexible spending account
  • Health insurance
  • Paid time off

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • North Salt Lake, UT 84054: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Microsoft Excel: 1 year (Preferred)

Work Location: One location

Salary : $40,000 - $50,000

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