Specialist Participant Maintenance

Overview

Process participant transaction requests and maintain accurate participant accounts for US retirement plan (401k) recordkeeping in the EASY recordkeeping system.

What you'll do

• Accurately and efficiently process and analyze participant transaction requests and assigned tasks in the EASY recordkeeping system.
• Determine whether each request is IGO or NIGO.
• Identify the type of transaction based on the request.
• Work with upstream and downstream processes to capture the right information.
• Code and set up accounts and transactions in the system, and communicate updates back to the client or participant depending on the transaction type.
• 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.
• Using established procedures and working under immediate supervision, perform assigned tasks.
• Review data and activity to prevent risk of loss due to errors.

What you'll need

• 6-12 months of similarly related experience in the financial field.
• Acquire basic skills and knowledge of the organization's processing platforms.
• Demonstrate decision-making and analytical skills.
• Be detail-oriented and have analytical ability for in-depth research.
• Pass company-administered skills assessments such as typing and ten-key input at required minimum levels.
• Ability to analyze transactions for completion and correct posting of participant accounts.
• Maintain high levels of accuracy, attention to detail, and productivity levels.

Details

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