US Retirement 401(K) Transaction Processor

6 days ago


Pune, Maharashtra, India beBeeInsurance Full time ₹ 5 - ₹ 10

We are currently seeking a Senior Process Executive/Process Specialist to join our team in the US Retirement 401(k) domain. This is an exciting opportunity for experienced professionals to take on complex transaction processing responsibilities and work closely with clients to address their queries.

Key Responsibilities:

  • Performing high-level transaction processing tasks, including Withdrawals/Terminations/Forfeitures/Plan to Plan transfers/Contributions/Vesting/Funding/Dividends/Exchanges/External Audits/Fees/Demographic (Census)/Hardships/RMDs/QDRO/Beneficiary/Loans/Adjustment (corrections) processing/Rollovers/Tax withholdings.
  • Responding to client inquiries in a timely and professional manner.
  • Investigating and resolving client concerns.

Requirements:

  • 1-4 years of experience in 401K DC/DB recordkeeping operations.
  • Excellent analytical and problem-solving skills.
  • Strong verbal and written communication skills.
  • Able to work independently and as part of a team.

Preferred Skills:

  • Insurance-US Retirement with 401(K).

Benefits:

  • Opportunity to work with a dynamic team.
  • Professional growth and development opportunities.
  • Competitive compensation package.

Others:

  • Candidate must have a graduation completion certificate, mark sheets & relevant experience letters for onboarding.
  • Must be proficient in basic computer knowledge and comfortable working in a fast-paced environment.


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