Job Description

Skill required:

Retirement Solutions - Data Entry Services

Designation:

Customer Service Analyst

Qualifications:

Any Graduation

Years of Experience:

3 to 5 years

Language - Ability:

English(Domestic) - Intermediate

About Accenture

Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song-- all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com

What would you do?

In this role the incumbent will use their working knowledge and experience with the Employee Retirement Income Security Act of 1974 (ERISA), IRS/DOL/SEC regulations on qualified/non-qualified retirement plans, financial reporting, Form 5500 preparation, employee benefit plan audits, and retirement plan provisions as they complete their day to day activities. This role will have a dual focus based on the volumes and need of the business. Focus will be split between providing support to the financial reporting and audit support functions of the Plan Reporting & Audit Team. Knowledge and experience of the above areas will be leveraged to research and resolve reporting exceptions in the Certified Annual Reporting Package creation and delivery. Accurately communicate adjustments to plan sponsors/auditors needed in the reporting package via a footnote in the Footnote Report Perform a multi-step review process to ensure accuracy of the final reporting packages. Complete participant directed transaction documentation requests from plan sponsors/auditors for their annual ERISA audit and regulatory agency examinations within stated service levels. Providing financial reports on adhoc basis and periodic basis for the Clients based on their requirements and assisting in preparing and reconciling Brokerage reports. Additionally preparing reconciliation report for the recordkeeping service fees and enhancing reports using Python and defining the adhoc reporting requirements using SQL to edit and define queries. Further providing support on validating the XML version of Form 5500 and Non discriminatory testing results with the financial reports. Assisting in validating checkpoints in 408 2(b) checks for the Fees and market value from the reports

What are we looking for?

5500 plan financial reporting and Plan audit support, compliance testing Reporting and compliance knowledge and experience in Employee Retirement Income Security Act of 1974 (ERISA), IRS, DOL, and SEC regulations on qualified/non-qualified retirement plans, Plan Financial Reporting, Form5500 Reporting, Employee Benefit Plan Audit, and 403(b)/401(a)(k) plan provisions Demonstrated ability with Microsoft Office Suite and Adobe Acrobat Understanding of retirement plan recordkeeping and regulatory concepts and methodologies Able to manage competing priorities and deliver results in fast-paced environment within compressed timeframes Experience working in a team environment with demonstrated oral/written communication and time management skills oApply analytical skills in working with business and financial data

Roles and Responsibilities:

ooo Fulfill participant directed transaction documentation requests received via corporate workflow tool: o Compile documents for each of the transaction types and present them based on the direction outlined in the Fulfilling an Audit Request for Documentation for the Test of Transactions Standard Operating Procedure (SOP) o Complete close out of workflow task once the audit package has been prepared and quality reviewed in alignment with established business standards o Prepare and deliver the annual and quarterly financial reporting packages o Execute a series of preliminary validations of reporting data for annual and quarterly reporting packages prior to completing the exception review process. o Research exceptions generated and Footnote/bypass as applicable using the recommend solution documents for identified report exceptions. o Ensure timely delivery in alignment with established business standards based on report period end date. o Provide support on adhoc reports and reconciliation requests o Providing financial reports on adhoc basis and periodic basis for the Clients based on their requirements and assisting in preparing and reconciling Brokerage reports o Providing support on validating the XML version of Form 5500 and Non discriminatory testing results with the financial reports. Assisting in validating checkpoints in 408 2(b) checks for the Fees and market value from the financial reports o Additionally preparing reconciliation report for the recordkeeping service fees and enhancing reports using Python and defining the adhoc reporting requirements using SQL to edit and define queries. o Ability to analyze data, research exceptions, and to provide solutions. Manage risk by escalating compliance issues with internal partners to resolve procedural inquiries, audit questions, reporting issues, or data issues. oo Review and deliver requested documentation for audit purposes to institutional clients, auditors, consulting firms and regulatory agencies oo Understanding and Demonstration of retirement plan recordkeeping and plan administrative systems/practices.




Any Graduation