Associate - Plan Reporting

Responsibilities

Verify, create, modify and update clients form 5500 filing and provide support to Auditors file their Audits with IRS and DOL. Employee should also be able to handle and help clients / individual customers within defined SLA

Reporting Relationship

This position will report to Associate Manager- Operations

Key Responsibilities

• Should have experience on Compliance, Form 5500 Filing and audits.
• Should have good written and verbal communication
• Analyze details to determine appropriate action needed in term of processing the transactions.
• Consult available resources including technical documentation, updates, computer system application features, coworkers and Mentors to perform daily task. Make suggestions for improvement in procedures/processes
• 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
• 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 efficient 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

Qualifications

Education:GraduateBachelors degree (any stream)

Other:Good knowledge of pension, retirement Domain and Industry. Retirement and Financial Institution experience preferred

Additional Information

Skill Set

•

• Strong Working knowledge on MS Office tools specifically Advance MS Excel.
• Minimum of 1-5 years experience in back office. Insurance and Financial Institution experience preferred.
• Excellent written and verbal communication skills , Analytical skills, Willingness to work in shifts.
• Multitasking and effective decision making . Strong Customer service skills.
• Interpretation skills
• Make sound business decision
• Embrace Change
• Build strong Partnership
• Get results
• Act Strategically
• Lead Cultivate Talent
• Logical and Critical thinking