Specialist Operation Support Services

Overview

Specialist role in US Retirement Plan (401k) recordkeeping operations, processing participant and client transactions accurately and efficiently in the EASY recordkeeping system.

What you'll do

• Accurately and efficiently process, analyze and enter participant transaction requests and assigned tasks in the EASY recordkeeping system.
• Identify the type of transaction and determine whether the request is IG or Nil.
• Work with upstream and downstream processes to capture the right information.
• Code transactions in the system and communicate back with an update to the client or participant depending on the transaction type.
• Develop job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan-level set-up rules.
• Maintain departmental productivity and quality goals.
• Prioritize and complete assigned tasks in accordance with departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements.
• Design and deliver clear, respectful communications across audiences.
• Analyze transactions for completion and correct posting of participant accounts.
• Review data and activity to prevent risk of loss due to errors.
• Perform assigned tasks using established procedures under immediate supervision.

What you'll need

• Must be detail oriented with analytical ability for in-depth research.
• Must pass company-administered skills assessments such as typing and ten-key input at required minimum levels.
• Must maintain high levels of accuracy while maintaining productivity levels.
• Demonstrates decision-making and analytical skills.
• Acquires basic skills and knowledge of the organization's processing platforms.

Nice to have

• 6-12 months of similarly related experience in the financial field.

Details

• Location: Bangalore, Karnataka, India.
• Position frequently requires periodic and mandatory (usually unscheduled) overtime.