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 setting 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.

Qualifications
Required Years of Experience -
2 - 4 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 client’s question and help them submit compliance testing questioner.
- Should

📌 Process Specialist (Pune Division)
🏢 Principal Financial Group
📍 Pune Division