21 Sep
|
Empower Retirement
|
Bengaluru
21 Sep
Empower Retirement
Bengaluru
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
US Retirement Plan (401k) Recordkeeping. We support clients in transaction processing and other back end operations of retirement plans.
Responsible for accurate and productive processing of critical transactions for the participants /clients ; Transactions might include but not limited identify the type of transactions based on the - determine if the request is IGor Nil; Work with upstream and down stream process capture the right information; Code transactions in the system and communicate back with an update the client/ participant depending on the type of the transaction
Duties, Responsibilities & Essential Functions:
- Accurately and efficiently processes and performs analysis and entry of participant transaction requests and assigned tasks in EASY recordkeeping system
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- Develops extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan level set up rules.
- Maintain departmental established productivity and quality goals.
- Responsible for prioritization and completion of assigned tasks in accordance with Departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements
- Designs and delivers clear, respectful communications across audience
Skills:
- 1-4 years of similarly related experience in financial field, strongly preferred.
- Acq
📌 Specialist Operations Support Services (Bengaluru)
🏢 Empower Retirement
📍 Bengaluru