Process Specialist - DC at Principal Financial Services, Inc.

Pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

23 Jun, 26

Salary

0.0

Posted On

25 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Document Review, System Reviews, Application Coding, Employer Coding Changes, Mentoring, Training, Technical Assistance, Client Services, Work Prioritization, Retirement Plan Administration, Communication, Analytical, Problem Solving, Interpretation, Negotiation, Innovation

Industry

Financial Services

Description

Responsibilities We are looking for a strong individual to be part of the Document Services and Consulting Team to review plan and trust documents, system reviews for acceptance, timely signature details and complete application coding. Process employer level coding changes of highest difficulty. Develop and maintain technical guidance for new and experienced employees through mentoring, training, and written procedures. Provide technical assistance to all roles as coding topic expert. Also, to provide leaders and employees with the information about the functions and requirements needed to perform the job. Here are few examples of the kinds of things you will do: Partner with client facing roles as well as internal & external customers in delivering excellent client services. Support, coordinate and prioritize daily work to meet service expectations. Independently deliver accurate and timely retirement plan administrative services. Qualifications Bachelor's degree or equivalent experience 2-4 years of experience required Experince in Any retirement domain along with 401k Exceptional written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, innovation, analytical and problem solving. Requires in-depth knowledge of plan and contract documents, manuals, procedures and company products and services. Must possess an in-depth understanding of accounting and recordkeeping systems and PC applications. Microsoft Office skills, especially Excel Ability to work/communicate effectively with business partners/management. Additional Information Shift time : 5:30 pm to 2:30 pm and 6:30 pm to 3:30 pm

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Responsibilities

The role involves reviewing plan and trust documents, conducting system reviews for acceptance, managing signature details, and completing application coding, including complex employer-level coding changes. This specialist will also develop technical guidance through mentoring and training, acting as the coding topic expert to provide assistance and information to leaders and employees.