Openings For US Retirement Money Out Process RRD

2.0 - 7.0 years

3 - 8 Lacs

chennai

Work from Office

Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser) Job Domain: 401K Retirement Money Out Process Experience Level: 2-8 Years Shift : Rotational including night shifts Location: Work from Office Job Summary: We are seeking an experienced Senior Financial Associate to join our Retirement Services team, with a focus on 401K, Defined Contributions. The ideal candidate will have a strong background in the retirement industry, with proven expertise in handling Money-Out. This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting. Key Responsibilities: Should have expertise in handling Money-out Process (Lumpsum, RMD, In-service Withdrawals, Direct Transfer, Charitable) Rollovers Form 5500 Filing Qualifications and Skills: Industry Knowledge: Strong understanding of 401K, Defined Contributions, Pension claims, US Pension Retirement accounts. Technical Skills: Proficiency in MS Office Suite, with hands-on experience in retirement claims management and reconciliation. Communication: Excellent verbal and written communication skills, with the ability to engage and build relationships with business partners across regions. Shift Flexibility: Ability to work in shifts and extend hours as per business requirements. Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser)

Posted 4 days ago

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Openings For 401K Money Out Process RRD

2.0 - 7.0 years

3 - 8 Lacs

chennai

Work from Office

Posted 6 days ago

Apply

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