Mega Virtual Hiring For Senior Associate/Specialist, Retirement !!!

2 - 5 years

3 - 5 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Were Hiring for Senior Associate / Specialist, Retirement Services (Money-In & Money-Out) !

Are you detail-oriented and passionate about maintaining a safe and respectful online space?

Join our team as a Retirement Services associate in Bangalore!

WE ARE HIRING FOR:

Role Overview :

We are seeking an experienced Retirement Services professional with hands-on expertise in either Money-In, Money-Out, and Corrections across multiple retirement plan types. The role requires strong transaction accuracy, understanding of IRS regulations, and the ability to process complex participant and beneficiary requests.

Key Responsibilities :

  • Process contributions and transfers including rollovers, contract exchanges, force-outs, TOA, internal transfers.

  • Handle loan payments, payoffs, rejects, and review/issue Letters of Acceptance.

  • Manage beneficiary deposits, CIP checks, POA validations, journaling, special plan, and unallocated account work.

Process participant/beneficiary distribution requests: cash withdrawals, hardships, disaster relief, in-plan, rollovers out, QDRO, force-outs, RMDs, systematic withdrawals, and TOA.

  • Process loans: new loans, loan offsets, payments, and payoffs.

  • Perform stop payments, reissues, corrective distributions, aged check processing, and annuitization steps.

Position: Retirement Services associate

Minimum Qualification: Any Graduation

Experience: Minimum in between 2-5year experience into Retirement Services

Shifts: Rotational Shifts

Week Offs: Rotational offs

2-way cab for night shifts and 1way for day shift (Only 25km)

Skills & Competencies :

  • High accuracy & attention to detail

  • Strong analytical and exception-handling abilities

  • Comfort working with financial documents & regulatory guidelines

  • Excellent written & verbal communication

  • Ability to work in a high-volume, deadline-driven environment

We're looking for individuals with strong analytical skills, a sense of responsibility, and a commitment to online content quality.

* REGISTER YOUR DETAILS USING THE BELOW LINK:

--->

NOTE: WORK LOCATION:

BLOCK-D, CENTENNIAL. 201 Kundalahalli Main Road EPIP Zone, Brookefield, Bengaluru- 560066

Interested? Drop your resume or DM for more details!

HR Faiza

Contact :9182862492(Drop your resume)

Note: Sutherland never requests payment or favors in exchange for job opportunities. Please report suspicious activity immediately to TAHelpdesk@Sutherlandglobal.com

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