Responsibilities:
Verify, create, modify and update clients form 5500 filing and provide support to Auditors file their Audits with IRS and DOL. Employee should also be able to handle and help clients / individual customers within defined SLA
Reporting relationship:
This position will report to Associate Manager- Operations
Key Responsibilities:
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Should have experience on Compliance, Form 5500 Filing and audits.
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Should have good written and verbal communication
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Analyze details to determine appropriate action needed in term of processing the transactions.
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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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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 PGS 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
Qualifications:
Education:GraduateBachelors degree (any stream)
Other:Good knowledge of pension, retirement Domain and Industry. Retirement and Financial Institution experience preferred
Additional Information:
Skill Set:
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Strong Working knowledge on MS Office tools specifically Advance MS Excel.
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Minimum of 1-5 years experience in back office. Insurance and Financial Institution experience preferred.
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Excellent written and verbal communication skills , Analytical skills, Willingness to work in shifts.
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Multitasking and effective decision making . Strong Customer service skills.
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Interpretation skills
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Make sound business decision
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Embrace Change
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Build strong Partnership
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Get results
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Act Strategically
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Lead Cultivate Talent
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Logical and Critical thinking
