Hiring For Associate - Money in /Money out || 6.5 Lpa|| Bangalore||

Hiring || Process Associate - Retirement Services (Money-In & Money-Out) Bangalore | | Immediate Joiners || 18 month Experience || 2 Way Cab || 6.5 Lpa

We are looking for a professional with experience in Retirement Services focused on Money-In & Money-Out (MIMO), Corrections, and Tax Reporting to support U.S. retirement plan operations (401k, IRA, etc.).

Key Responsibilities:

Process Money-In & Money-Out transactions (contributions, withdrawals, loans, rollovers).

Need exp in Retirement Services / Defined Contribution Operations

Handle corrections, adjustments, and transactional reconciliations.

Support tax reporting activities (1099-R, 5498, 1042-S).

Ensure compliance with IRS/DOL/ERISA guidelines.

Work closely with internal teams to resolve discrepancies.

Strong knowledge of taxability, penalties, RMD rules, hardships, QDRO, and ERISA guidelines

Understanding of retirement markets: 401(k), 403(b), 457, IRA, LOSAP, governmental/top-hat plans.

Requirements:

2+ years in Retirement Services, BPO, recordkeeping, brokerage, or plan administration.

Strong understanding of U.S. retirement plans and tax forms.

Excellent analytical & communication skills.

Exposure to BPO, recordkeeping, brokerage, or plan administration environments

*Immediate joiners preferred or who are already serving notice period are acceptable.*

Interview Process(Walk-in): Hr ,Assessment, Ops round.

Contact Details:

Ashwini.Raicode@axisservice.co.in

9121775473

Thanks & Regards,

Ashwini