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.
- 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 productive 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
- 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 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, A

📌 Process Specialist (Pune)
🏢 Principal Global Services
📍 Pune