Teams at Transamerica

Manage a retirement-plan client portfolio, maintaining relationships, improving retention and profitability, cross-selling products, resolving service issues, and advising clients on plan design, compliance, investments, communications, and enhancements. Lead client meetings, workshops, reporting, plan terminations, and special projects while coordinating internal resources and supporting advisors.

Provides confidential administrative support to senior management, including correspondence, reports, presentations, calendars, meetings, travel arrangements, expense reporting, file management, and inquiry resolution. Acts as a liaison with internal and external stakeholders, exercises independent judgment in prioritizing requests, and may supervise or train administrative assistants.

Supports the first-line business controls and SOX programs by testing control design and operating effectiveness, facilitating external audits, documenting processes, identifying risks and control gaps, and recommending enhancements. The role conducts walkthroughs, tracks and validates remediation actions, communicates findings to stakeholders, and supports operational risk assessments, process reviews, and special initiatives within the financial services industry.