Responsibilities:
Hiring Candidates with knowledge in 401k and Complaince Testing with excellent written and verbal communication and interpretation skills, independent processor, fast learner and flexible.
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Analyse details to determine appropriate action needed in term of processing the transactions. Should have worked on several types of filing, testing in accordance with IRS/DOL rules and regulations.
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Implement decision making, logical/critical thinking and problem-solving techniques to ensure efficient processing.
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Consult available resources including technical documentation, updates, computer system application features, coworkers, and Mentors to perform daily task. Make suggestions for improvement in procedures/processes.
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Efficiently and effectively process work to meet or exceed production expectations.
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Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG.
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Follow internal procedures to properly document work on contracts.
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Maintain a comprehensive knowledge of our record keeping system and process.
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Improve personal effectiveness that positively impacts work environment and enhancement of skills.
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Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process.
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Compliance to organisation policies and Flexibility as per business needs
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Perform other job-related duties, other processes within the BU or special projects as required or as assigned by superior!
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Should be willing to work from office.
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Promote team development through shared knowledge and information with team members in working to resolve unusual or tricky situations.
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Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
Qualifications:
Required Years of Experience - 2 - 4 years of experience
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Candidate preferred with Retirement domain and 5500 filings/compliance Testing experience.
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Should have researching skills, eye to detail and knowledge about the retirement products.
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Should be able to manage client’s question and help them submit compliance testing questioner.
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Should have good written and verbal communication.
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Working knowledge on MS Office tools, specifically MS Excel.
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Minimum of 1-2 years of experience in back office. Insurance, Retirement plan and Financial Institution experience preferred.
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Excellent written and verbal communication skills, Critical thinking, Analytical and problem-Solving skills, Willingness to work in shifts.
