Specialist Operations Support Services

Overview

Process and code US retirement plan (401k) participant transactions accurately and efficiently in the EASY recordkeeping system, supporting clients in back-end operations of retirement plans.

What you'll do

• 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.
• Accurately and efficiently process, analyze and enter participant transaction requests and assigned tasks in the EASY recordkeeping system.
• Develop extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan-level setup 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 correctly post participant accounts.
• Perform review of data and activity to prevent risk of loss due to errors.
• Using established procedures and working under immediate supervision, perform assigned tasks.
• Acquire basic skills and knowledge of the organization's processing platforms.
• Perform other duties that are not included in this job description as required.

What you'll need

• Must be detail oriented and have 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; attention to detail and the ability to maintain productivity levels are essential.
• Demonstrates decision-making and analytical skills.

Nice to have

• 1-4 years of similarly related experience in the financial field.

Details

• Location: Bangalore, Karnataka, India.
• This position frequently requires periodic and mandatory (usually unscheduled) overtime.
• You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.