Sr. Process Specialist - DB (US Defined Benefit & 5500 Form Filling)
Principal Financial · Pune, India · Actuarial
Responsibilities About the Role We are excited to invite you to apply for the position of Sr. Process Specialist - DB at Principal Global Services in Pune, Maharashtra, India. This outstanding opportunity allows you to supply significantly to our Finance/Insurance operations by authoritatively handling essential regulatory and client-focused processes. Your role will be pivotal in ensuring flawless compliance and outstanding client happiness. Key Responsibilities Complete required government forms, including 5500, Schedule SB/MB, AFN, and PBGC comprehensive filings within prescribed IRS and DoL timings. Provide tracking and monitoring assistance in valuations. Prepare correspondence for required client contributions, disclosure, or valuation reports. Maintain precise system data, identifying details pertinent to filings and raising issues when necessary. Communicate upcoming regulatory deadlines and send periodic reminders for approaching deliverables. Track upcoming timing requirements for a large group of clients, anticipating any challenges due to organizational workload or regulation updates. Estimate future workload capacity and follow up on outstanding queries, advancing for support in a timely manner. Prioritize tasks based on vitality and importance. Develop a comprehensive understanding of business tools, volunteer for testing, and troubleshoot as needed. Keep up to speed with changes in the regulatory environment and technological advancements. Qualifications Bachelor's degree or equivalent experience required. 4-7 years of prior experience in a related industry. Proficiency in MS Office. Strong attention to detail. Proven track record to supervise and handle workflows efficiently. Strong communication abilities, particularly in articulating compliance timelines and deliverables. Ability to estimate and manage workload. Proven track record in maintaining accurate system information and advancing issues as vital. Dedication to growth and staying updated with changes. Why Join Us? At Principal Global Services, you will join a team dedicated to collaboration and inclusion. We strongly support your professional growth and success by offering access to outstanding resources and an encouraging environment. By becoming our Sr. Process Specialist - DB, you will play a role in our mission to deliver outstanding financial services and solutions. Be part of a team that flourishes with innovation and excellence! Additional Information Shift time :5:30 Pm to 2:30 AM for initial months and after that 1:30 pm to 10:30 PM