Specialist

Specialist

Under general direction, responsible for monitoring and responding to incoming client service and PRISM requests, performs research, analysis and processing of customer requests. Performs participant and plan level corrections for either cash or disbursement type transactions, for all segments and IRS codes, and makes adjustments in accordance with departmental procedures, company policy, plan and Institutional requirements and Legal, IRS and DOL guidelines.

ESSENTIAL FUNCTIONS:

• Balance individual workloads consisting of Service Requests, PRISM, email requests, etc.
• Works on problems of moderate scope where analysis of situations or data requires a variety of factors.
• Applies company policies and procedures to resolve a variety of issues.
• Prioritize and complete all applicable processing in accordance within departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements.
• Builds productive internal/external working relationships.
• Explains information and persuades others in straightforward situations.
• Monitor control reports, gain/loss, suspense accounts and tax form research, including corrections, clearing, and reconciliation.
• Research/resolve unique, complex and escalated problems.
• Communicate with internal clients both written and verbal
• Must be able to work : 4:30 PM to 1:30 AM IST.

QUALIFICATIONS

• Two-year degree strongly preferred or equivalent industry experience.

• 2 years of directly related financial and/or industry experience.

• Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Knowledge of retirement industry regulations (Distributions, Contributions, Taxation, etc).

• Demonstrated ability to research and problem solve.

• Excellent written and verbal communication skills.

• Using established procedures and working under moderate supervision, performs assigned tasks.

• Performs review of data and activity to prevent risk of loss due to errors.

• Develops working relationships with peers and management.

• This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

• We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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• Remote and Hybrid Positions

• For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection.

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