Spec Conversion Part Data Setup

7 days ago

Bengaluru, India Empower Retirement Full time

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.

Under moderate supervision, responsible for processing plan and participant data records requests (i.e., years of service, loans, balances, hardship snapshots, Roth basis, etc.) generally received from internal Financial Service associates for less complex market segments for new retirement plan sales. Accurate and timely completion of records processing and within department policies and procedures tprevent financial exposure tthe organization and meet client commitments.

DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS: Provide support to internal clients and accurately process plan and participant records from prior record-keepers and Third Party Administrators on to the recordkeeping platform according to published team, department, IRS, SEC time standards and SSAE control objectives Load, review and perform quality assurance of the plan and participant record requests received per instruction within quality and time standards Follow established procedures designed to minimize market risks and gain/loss situations Accurately complete assigned Service Requests with service standards Advise management of situations that involve more complex record loads or of escalated situations Other duties as assigned

COVID

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