Process Specialist

2 weeks ago

Pune, Maharashtra, India Principal Global Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Analyse details to determine appropriate action needed in term of processing the transactions. Should have worked on several types of filing, testing in accordance with IRS/DOL rules and regulations.
  • Implement decision making, logical/critical thinking and problem-solving techniques to ensure efficient processing.
  • Consult available resources including technical documentation, updates, computer system application features, coworkers, and Mentors to perform daily task. Make suggestions for improvement in procedures/processes.
  • Efficiently and effectively process work to meet or exceed production expectations.
  • Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG.
  • Follow internal procedures to properly document work on contracts.
  • Maintain a comprehensive knowledge of our record keeping system and process.
  • Improve personal effectiveness that positively impacts work environment and enhancement of skills.
  • Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process.
  • Compliance to PGS policies and Flexibility as per business needs
  • Perform other job-related duties, other processes within the BU or special projects as required or as assigned by superior
  • Should be willing to work from office.
  • Promote team development through shared knowledge and information with team members in working to resolve unusual or tricky situations.
  • Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.

Preferred candidate profile

Required Years of Experience years of experience

  • Candidate preferred with Retirement domain and 5500 filings/compliance Testing experience.
  • Should have researching skills, eye to detail and knowledge about the retirement products.
  • Should be able to manage clients question and help them submit compliance testing questioner.
  • Should have good written and verbal communication.
  • Working knowledge on MS Office tools, specifically MS Excel.
  • Minimum of 1-2 years of experience in back office. Insurance, Retirement plan and Financial Institution experience preferred.
  • Excellent written and verbal communication skills, Critical thinking, Analytical and problem-Solving skills, Willingness to work in shifts.

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