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What would you do?
Money Movement Services (MMS) team's objective is to process work related to transferring funds from external carriers into TIAA retirement account of the Plan Participant. The function involves verification/validation of information provided in Asset Transfer Forms and generating Letter of Acceptance to financial institutes, carriers and plan participants. Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the best Process of inputting, updating, or managing information in various digital formats. This includes tasks such as typing data into spreadsheets or databases, verifying accuracy, and ensuring that information is organized and accessible. Data entry services are often outsourced to specialized providers for efficiency and accuracy in handling large volumes of data.
What are we looking for?
oAgility for quick learning oCollaboration and interpersonal skills oAbility to work well in a team oAbility to perform under pressure oAbility to meet deadlines US Retirement Services domain - Working knowledge in 401k, 403b, payment processing Good Attention to detail with research and timely resolution ability. Ability to work in complex & challenging situations. Excellent written & communication skills
Roles and Responsibilities:
o Perform all Money Movement Services functions in accordance with the SOP. o Reviewing information provided by the plan participant in the Asset Transfer Forms o Research /validate if there are any plan restrictions that will stop the rollovers in o Request and send appropriate Letter of acceptance to carriers and plan participants o Follow-up mailings and documentation in compliance with regulatory requirements o Funds Validation o Manage assigned cases in time with accuracy o Adhere to the Service levels & meet the desired numbers monthly.
Any Graduation
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