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Data Migration Specialist

Location:Brainerd North, MN
Level:Full Time
Category: Implementation


Section 1: Position Summary

The data migration specialist is primarily responsible for collecting data from newly acquired companies and supplying it accurately in required formats to various Ascensus departments for use.  The position is also responsible for providing information by analyzing data collected as part of integration efforts.  The role requires interaction with finance, marketing, IT and business along with key contacts at newly acquired companies. 

Section 2: Job Functions, Essential Duties and Responsibilities

  • Travel to acquired companies to review their systems and data management methodologies while also explaining our data requirements in order to develop strategies for data collection
  • Consolidating, organizing, translating and formatting large volumes of data collected from various sources including system extracts, databases, excel files, surveys and/or hardcopy
  • Identify new process improvement opportunities while developing repeatable processes for efficiently collecting and standardizing data needed for integration
  • Apply quality control processes to all output to ensure accuracy
  • Understand the source of data pulled and be able to apply a reasonableness test to the results
  • Work with integration project team leads to prioritize business and information needs
  • Manage multiple data integration projects simultaneously and maintain project status reporting for Integration Management Leadership.
  • Assist with other tasks and projects as assigned such as survey data analysis or providing summary information and insights based on fee data
  • Create PowerPoints as requested for high level presentation of information
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.


  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Bachelor’s degree or equivalent work experience
  • A minimum of 5 years’ experience in the retirement industry or financial services a plus
  • Advanced knowledge of Excel required along with proficiency in PowerPoint; Access a plus
  • Strong project management skills with ability to work well under pressure with multiple priorities and deadlines
  • Ability to work with contacts of varying levels of system knowledge; demonstrating patience and strong communication skills
  • Ability to build and manage relationships during a time of uncertainty
  • Comfortable working with data and creating formulas/macros
  • Ability to analyze data integrity
  • Excellent commitment to data quality and attention to detail
  • Strong analytical and problem resolution skills
  • Ability to work independently without significant direct supervision
  • Strong project management skills with ability to work well under pressure with multiple priorities and deadlines

We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.


Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws


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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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