
Assoc Spec Participant Transaction
5 days 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.
Would be responsible to review various sets of data and perform Non discrimination testing, generate From 5500s and Plan Audits
DUTIES/RESPONSIBILITIES/ESSENTIAL FUNCTIONS
- Keep abreast of regulatory and compliance developments of the deliverables through continuous self learning
- Understand the operational standards, SLA and ensure all the standards are met
- Would work in a fast paced environment which demands need of learning and implementing new things
EDUCATION
- Bachelor Degree in any stream is a must. Law Degree would be an added advantage
OTHER PREFERRED QUALIFICATIONS
- Should have 2-3 years of experience in any financial domain. US retirement industry would be added advantage.
- Proactive and self learner with an ability to motivate self and must be detail oriented and adaptable for change
- Excellent analytical and problem solving skills and ability to escalate to the required level as per need of the hour
- Proactive and self learner with an ability
PHYSICAL REQUIREMENTS
- This job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers and filing cabinets. While performing the duties of this job, the employee is regularly required to concentrate, talk and hear. This role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write, listen, verbally communicate, present information, respond to questions, problem solve, concentrate and tolerated stress. Many duties will be done while sitting at a desk and working on a computer.
COVID
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