- End to End knowledge on both Money-In and Money-Out process under US 401k Platform.
- Review and perform quality checks on payroll data at Recordkeeper level and as a TPA.
- Timely reporting on Internal/external errors and should perform RCA for the error logs.
Job Description:
- End to End understanding of activities performed for assigned task and Process.
- Responsible and owns the review and sign-off for being delivered.
- In-depth understanding of US payroll processes from TPA side of Business
- Escalate issues and seek advice when faced with complex issues/problems.
- Raises relevant quality and/ or scope issues that may impact delivery and streamlines decision-making processes where possible.
- Perform Root Cause Analysis on Issues and suggest appropriate corrective action for current remediation and future control.
- Perform Monthly audit on MTD data to ensure quality and accuracy of process.
- Details checklist and day-to-day task monitoring need to comply.
- Maintain positive and effective relationships with US partners/clients.
Education and Experience:
- Graduate / Postgraduate in Finance/Accounting background
- 3 to 5 years experience in BFSI industry preferred
- Proven track record of working effectively in flexible work environment in a result-oriented approach
Skill Requirement:
- Bachelors degree in Business/Math/Computer Science or equivalent retirement industry experience
- Minimum of 3 years experience in a retirement recordkeeping/trading/fund accounting environment and retirement plan knowledge
- Comprehensive knowledge of Mutual Fund Company practices and National Securities Clearing Corporation (NSCC) trading
- Excellent written and verbal communication skills; communicate effectively (clearly, concisely and professionally) with internal and external customers, including Fund Companies
- Proficiency with Relius Administration and recordkeeping platform
- Proficiency with Microsoft office suite of products including Access, Excel, Word, Power Point and other systems as required to perform the tasks associated with the position
- Excellent organizational, analytical, and problem-solving skills
- Ability to work well under pressure with multiple priorities and firm deadline
Behavioral Attributes:
- Work independently and in a team environment
- Organizational and time management skills
- Ability to work in a deadline-oriented environment
