Finbuzz Financial

Job Purpose: Performs quality check and reviews of the projects processed by subordinates on the set protocols and always adhere to quality standard. Technical Responsibilities: Understanding and interpretation of Plan document and Adoption Agreement. Strong understanding of ERISA and IRCs. Quality control and in-depth Reviews of Defined Contribution Plan Administration related assignments/tasks. Ensure Eligibility and Contribution calculation are computed as per Plan provisions. Review Contribution like Profit Sharing, Match contribution, Safe Harbor Match and Safe Harbor Non Elective. Ensuring several compliance tests like Non Discrimination, Top Heavy, Coverage tests, Gateway and General Tests, Compensation tests etc. are computed in adherence to Plan provisions. Reviews of Trust Accounting, Loans and Distribution postings. Receivables identification. Earnings Allocations. Review of Form 5500 & its related schedules. Operation Responsibilities: Assists other team members in case of volume spikes to help in meeting team targets. Assisting subordinates and ensuring they have clear understanding about the assignments. Technical training and coaching to subordinates. Analysing and auditing documents, researching and resolving processing problems. Responding to queries. Resolves escalations/issues by investigating and composing responses. Maintains quality service by monitoring standards; advising/solving potential problems. Prepares reports by collecting and analysing information. Updates job knowledge by participating in educational opportunities. Required Qualifications: B.Com., M.Com., CA, ICWA, B.Sc./M.Sc. – Mathematics. Operational knowledge of MS Office and excellent English communication skills are mandatory. Required Experience: Overall 2 to 3 years of relevant experience in DC/401(k) Plan processing and 1 to 2 years of quality checks and reviews. So, overall 4-5 years of industry experience. Required Skills: Thoroughness, Attention to Detail, Research Skills, Problem Solving, Customer Focus, Quality Focus, Proactive, Dependability