Responsibilities
Hiring Candidates with knowledge in 401k and Complaince Testing with excellent written and verbal communication and interpretation skills, independent processor, fast learner and flexible.
- 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 organisation 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.
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📌 Associate - Plan Reporting - Compliance Testing (Hyderabad)
🏢 Principal Financial Group
📍 Hyderabad
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