Wealth Management Support Analyst II

Job ID: 113511
Location: Tulsa, Oklahoma  [On-Site]
Category: PMO/BA
Employment Type: Contract
Date Added: 09/04/2026
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Role Summary
The RPS Support Analyst II is a specialized role responsible for reviewing participant forms, resolving processing issues, and supporting data mapping functions within a retirement plan services environment. This position involves both quality control and technical data conversion tasks, requiring a blend of analytical skills, system knowledge, and client interaction. The role offers an opportunity to contribute to efficient transaction processing and client relationship management through detailed data analysis and problem resolution.

Responsibilities

  • Perform quality control reviews of participant forms, including distributions and enrollments, and communicate with clients or participants regarding deficiencies.
  • Notify Relationship Management (RM) team of any chronic or sensitive issues requiring escalation and participate in client discussions as needed.
  • Create, modify, and troubleshoot data import definition files (IDFs) for converting electronic client data into OmniPlus formatted transactions, utilizing tools like OmniMapper and Plan Convert.
  • Collaborate with clients and internal teams to review sample data files, provide feedback, and ensure proper formatting for seamless data conversion.
  • Support client relationships by resolving repetitive data file standardization issues, tracking progress, and coordinating with the RM team.
  • Develop specialized templates for unique allocation needs and one-time files such as plan corrections, ensuring accurate data mapping and transaction formatting.
  • Serve as a backup contact for the Move-It data transfer application, managing setup, troubleshooting, and resolution of file transfer issues.
  • Assist in process improvements by analyzing client data trends and recommending efficiencies or control enhancements.
  • Monitor workflow priorities, support special projects, and contribute to ongoing process optimization.
  • Cross-train on additional support functions including cash processing, participant communication, and mail duties to serve as a backup team member.

Qualifications

  • Bachelor’s Degree in Business, Computer Science, or related field preferred; alternatively, 2-3 years of experience in investments consulting, data mapping, or related area.
  • Advanced analytical skills to identify and resolve system or accounting issues effectively.
  • Strong verbal and written communication skills with the ability to discuss technical issues professionally at all organizational levels.
  • Proven organizational skills and ability to meet strict deadlines in dynamic environments.
  • Proficiency in Microsoft Excel, with experience creating macros using Visual Basic for Applications (VBA) a plus.
  • Thorough reconciliation skills and attention to detail.
  • Knowledge of trust recordkeeping systems, accounting principles, and employee benefit laws is preferred.
  • Ability to work in an environment that occasionally involves manual handling and sitting for extended periods.
  • Must be legally authorized to work in the United States.

Publishing Pay Range: $20.00 – $22.00 Hourly

Location Requirements: On-Site

About GDH:
At GDH, we believe in the power of people and the importance of caring. Our culture statement, “We care about people,” isn’t just a tagline – it’s the core of everything we do. GDH is a premier staffing and talent solutions company dedicated to helping businesses find the best talent and assisting job seekers in finding their dream jobs.

Who We Are:
GDH, founded in 2001, has grown into a leader in providing staffing solutions across various industries. We specialize in IT across several sectors, connecting top talent with leading enterprises. As a Best of Staffing firm recognized for excellence in client, employee, talent, and women’s services, we pride ourselves on our commitment to quality and service.

GDH Benefits

GDH offers a range of employee benefits that are designed to promote well-being and help maintain a healthy work-life balance. These comprehensive benefits cover various aspects of an employee’s life and aim to enhance their overall experience with the company. Our health benefits include three medical insurance options with access to KISx Card, Zero Card, and HealthJoy concierge services. Other plan offerings include dental, vision, life, disability, supplemental insurance, and pet insurance plans. Enjoy additional perks like holiday pay, 401(k) plan, direct deposit, an employee referral program, work-life balance benefits, a Wellbeats membership, a discounted gym membership program, and more!  For more detailed information on benefits, please go to GDH’s website under the tab for candidates.

GDH provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, gender, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, ancestry, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable federal, state, and local laws. Applicants with disabilities who require an accommodation or assistance in applying and/or for interviewing, please contact our HR Department.

Please visit our notice of collection for California applicants.

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