Job description
Role & responsibilities:
1. Defined Benefits Operations (E.g. – Benefits calculations, Benefits Review), Benefits Calculation for Retirement, Termination, Disability, Death, Divorce, Proficiency in MS Excel, and experience in performing manual calculations.
2. ERISA Compliance – US Retirement Plan Testing & Reporting experience.
a) Preparing responses to external auditor questions on the data provided to them in the plan's year end trust statement and supplemental reports.
3. Money In and Loans
a) Must have experience in handling money in & Loan related activities, i.e., Check processing, contribution, loan initiation, Loan repayments , Reamortization etc.
4. Disbursements: Distributions/Disbursements such as Hardship withdrawals, QDRO, RMD, In-service distributions, loans or experience in processing 401K contribution, loan repayments etc.
Industry certifications (ASPPA RPF) will be added advantage
Regularly displays the concepts of teamwork, accountability, and prioritization.
Makes decisions within guidelines, balancing risk, and service needs, seeking assistance from manager as necessary
Understanding of business rules
Handling tasks and providing resolution within TAT
Staying current with knowledge of products/ processes & services offered by the client
Technical Skills:
Overall >2.5 years of financial services operations expertise. Mandatory 12 months of
Retirement Services expertise
Must be able to type at 30 WPM with 95% accuracy (as per test results on typing software).
Must have basic skills in usage of MS Word and MS Excel.
Willingness to work from office.
Should have good knowledge on Investment Banking operations.
Willing to work in night and rotation shift.
Role: Wealth Manager
Industry Type: IT Services & Consulting
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Trading, Asset & Wealth Management
DLF SEZ IT Park, Tower 1B, 4 floor, Shivaji Garden, Manapakkam, Mount Poonamalle Road, Chennai 20th May – 24 May , 10.00 AM – 1.00 PM
