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Spec Participant Maintenance
4 weeks ago
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
PADM team is responsible for correcting / updating participant level information, like allocating money to the funds, making indicative data changes, updating beneficiaries and enrolling the participants
Primary Responsibilities:
- Enroll participants in the system & maintain the records
- Modify participant data
- Review & quality check work performed by peers and specialists in the process
- Perform the role of an SME with an ability to provide thoughtful reasoning on why particular process needs to be followed
- Ability to compile, interpret and analyze data. Good judgment and problem solving skills
- Significant experience interacting with workflow systems
- Ability to thrive in a fast paced environment
- Strong organizational skills and ability to manage many in-flight deliverables at once on tight deadlines
- Should be flexible to work in shifts and go extra mile per team requirements
Eligibility
- 8-10 years of experience US Retirement Industry
- 5 years of experience in DC is preferable
- Graduate or a Master's Degree in any discipline
- Good business communication skills with command in English, both written & verbal
COVID
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