Specialist - Transfer Agency

Overview

Support the Business Services teams across the Pacific region with statement preparation, reconciliations, testing and pension administration in the Superannuation Business Support Process, based in Gurugram.

What you'll do

• Responsible for day-to-day management of activities on the operations floor.
• Ensure team performance as per agreed standards (SLA).
• Conduct client communications and reviews.
• Monitor and discuss daily/weekly SLA.
• Produce effective and accurate reporting.
• Provide timely updates to management and onshore counterparts.
• Generate, review, and process financial and pension statements.
• Manage printing, emailing, batching, and reconciliation of statement delivery.
• Handle amendments, withholding, and transaction mapping.
• Perform testing of statements, data integrity, and system outputs in UAT and live environments.
• Conduct member selection, projection validation, PDF comparisons, and email template checks.
• Reconcile members' statements by merging duplicates and renaming files as needed, then upload all statements to the web platform for secure access by members and the customer-facing team.
• Maintain testing workbooks and project plans.
• Collaborate with teams to improve processes and resolve issues.

What you'll need

• Proven experience in financial statement processing, pension administration, or related fields.
• Strong knowledge of pension fund operations, benefit calculations, and regulatory requirements.
• Proficiency in data reconciliation, testing methodologies, and quality assurance practices.
• Excellent organizational skills with the ability to manage multiple tasks and deadlines.
• Strong communication skills for liaising with internal teams, vendors, and stakeholders.

Nice to have

• Familiarity with statement generation systems, PDF tools, and data extraction techniques.

Details

• Location: Gurugram (GGN) office.
• Hybrid role requiring four days per week in the office.