Job highlights

- Graduate with 0-5 years experience in Nondiscrimination testing/Form 5500 and knowledge of US Retirement 401(k) 403(b) plans
- Perform Compliance Tests and prepare Form 5500 filings, ensure data accuracy and security, resolve data issues with onshore stakeholders, and adhere to service level agreements

Job Summary Reporting to the Team Manager, BPS Operations Processing Representative will primarily be responsible for ensuring that accurate and timely running of Compliance Tests and Form 5500 filing for 401(k) 403(b) plan sponsors (end clients). The role will involve high level of interaction with onshore stakeholders via emails regarding resolution of data related issues for Compliance testing Form 5500 work.

Working as part of a team to complete work assigned by the Team Manager, ensuring procedures are adhered to and data issues raised appropriately.

Responsibilities

- Perform tasks to ensure compliance with work group and client-specific procedures to further guarantee adherence to service level agreements.
- Perform Nondiscrimination testing and prepare Form 5500 for customers under this client umbrella.
- Ensure the security of the client data which is subject to compliance testing Form 5500.
- Works with appropriate system and ensure accuracy of Compliance testing reports Form 5500 filings.




- Commitment to ensure quality in service delivery to the end customer of the client.
- To work on the assigned Nondiscrimination and Form 5500 work in a timely manner.

Requirements

Essential

- Graduate
- Min 0-5 years of experience in Nondiscrimination testing/Form 5500.
- Experience in Relius Admin/ Relius Govt. Form will be an added advantage.
- Establish strong relationship with onshore counterparts and should be capable of handling data issues and ability to identify discrepancy or insufficiency of data to complete compliance testing and 5500.
- Strong PC skills with basic knowledge of Microsoft Office applications specifically Excel.
- Knowledge of US Retirements 401(k) 403(b) plans.
- Customer-driven, focusing on providing the highest quality services to FIS internal and external clients.
- Excellent verbal and written communication skills
- Ability to work on Compliance testing / Form 5500 within the given timelines.
- Ability to maintain confidentiality and conduct assignments that are sensitive in nature.
- Ability to work both independently and in a team workplace.

Desirable

- Eye for detail especially for a Process like Compliance Testing 5500
- Excellent customer service skills that build high levels of customer satisfaction for internal and external clients
- Effective analytical, problem-solving, team, and time management skills

📌 Representative I, BPS Operations Processing (Pune)
🏢 FIS
📍 Pune