Job Description

Responsibilities:
Process and check transactions on Pension Application forms within defined Service Level Agreements. Utilize available
resources which would include technical documentation, computer system application features, co-workers and Subject
Matter Experts. Analyze internal and external correspondence to determine appropriate action needed.
\xef\x82\xa7 Research and answer CTT Question/Problem Useform on assigned days adhering to the turnaround time. Need to be
consistent in training workers to utilize the available resources for procedures and researching questions and
communicate procedures through appropriate channels.
\xef\x82\xa7 Coaching and feedback. Identify training needs/refreshers and addressing error disputes
\xef\x82\xa7 Collaborate with trainers, fellow SME\xe2\x80\x99s and other business partners.
\xef\x82\xa7 Perform/Partake other work related duties or special projects, as required/assigned.
\xef\x82\xa7 Adherence to compliance, information security, internal & external statutory and regulatory requirements.
\xef\x82\xa7 Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and
profitability for PFG
\xef\x82\xa7 Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
(DB Role)
\xef\x82\xa7 Perform manual defined benefit calculations including benefit payouts, quotes, annuities, and rollovers. Investigate and
resolve calculation problems, which include balancing/reconciling accounting and recordkeeping entries for plan accounts.
\xef\x82\xa7 Identify and interpret plan provisions to determine pension benefits. Partner with Administration, RIS Trade Desk, RIS
Actuarial to resolve Plan Sponsor or Participant questions and issues.

Qualifications:
Maths & Stats education background

Additional Information:
Skill set: Working knowlege on MS Office tools specifically MS Excel, Strong mathematical and reasoning skills. Minimum of 1-3 years\xe2\x80\x99
experience in back office. Insurance and Financial Institution experience preferred
Good written and verbal communication skills
Strong analytical and mentoring skills , taking ownership and accountability , multitasking and effective decision making
Other: Good knowledge of Finance Domain and Industry.

Competencies:
\xef\x82\xa7 Make sound business decision
\xef\x82\xa7 Embrace Change
\xef\x82\xa7 Build strong Partnership
\xef\x82\xa7 Get results
\xef\x82\xa7 Act Strategically
\xef\x82\xa7 Lead Cultivate Talent

Reporting relationship:
This position will report to Associate Manager- Operation