401K Define Contribution Money Out Process
3 weeks ago
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Job Domain: 401K Retirement Money Out Process
Experience Level: 2-8 Years
Shift : Rotational including night shifts
Location: Work from Office
Job Summary: We are seeking an experienced Senior Financial Associate to join our Retirement Services team, with a focus on 401K, Defined Contributions. The ideal candidate will have a strong background in the retirement industry, with proven expertise in handling Money-Out. This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting.
Key Responsibilities:
- Should have expertise in handling Money-out Process (Lumpsum, RMD, In-service Withdrawals, Direct Transfer, Charitable) Rollovers Form 5500 Filing
Qualifications and Skills:
- Industry Knowledge: Strong understanding of 401K, Defined Contributions, Pension claims, US Pension Retirement accounts.
- Technical Skills: Proficiency in MS Office Suite, with hands-on experience in retirement claims management and reconciliation.
- Communication: Excellent verbal and written communication skills, with the ability to engage and build relationships with business partners across regions.
- Shift Flexibility: Ability to work in shifts and extend hours as per business requirements.
Apply Here: (Copy/paste in browser)
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