Specialist | S189

Specialist | S189

29 Apr
Empower Retirement
Bangalore Rural

29 Apr

Empower Retirement

Bangalore Rural

Job Description:

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 to prevent financial exposure to the organization and meet client commitments.

Duties, Responsibilities & Essential Functions:

- Provide support to internal clients and accurately process plan and participant records from prior recordkeepers and Third Party Administrators onto 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


- Associates Degree in Business, Accounting or related field preferred


- 1.5 years related experience

- Experience working with 401(k), 403(b) and 457 plans

- Internal recordkeeping platform experience is highly preferred


- Intermediate knowledge of Microsoft Excel and Microsoft Office applications

- Physical Requirements/ Working Conditions:

- Professional office environment and regular use of office equipment such as computers, phones, fax and copy machines. While performing the duties of this job, this role is regularly required to type, sit for long periods of time, read instruction, verbally communicate, respond to questions, analyze data, concentrate


- Resolves most questions and problems, and refers only the most complex issues to higher levels.

- Financial Responsibility:

- Coordinates plan and participant setup to prevent risk of loss due to errors.

- Internal & External Contacts

- Develops working relationships with peers and management. Will have extensive contact with internal partners and limited contact with external clients.

Work Timing:Flexible to work in Night Shifts (Mandatory)

Requesting you to please share your updated resume along with the below details to [email protected]

Register on the Career Portal by clicking on the below link/ pasting the link on search tab:


Point to note ( All the Information should be correct)

- Write first name and family name in Text not in capital letter(as per PAN card)

- Please fill your current address details

- Email ID

- Phone number / Mobile

- Source of your resume

- Gender


- Complete education detail (Gradation Degree , Intermediate 11th & 12th , High School- 10th)

- Employment

- Skill set

Total Experience:

Current CTC:

Expected CTC :

Notice Period :

Reason for Leaving: 

Personal Laptop: Mandatory

Broadband/ Dongle: Mandatory

The original job offer can be found in Kit Job:

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