Process Specialist - DB

Job Description

Responsibilities Process and check transactions on Pension Application forms within defined Service Level Agreements. Utilize available resources which would include technical documentation, computer system application features, co-workers and Subject Matter Experts. Analyze internal and external correspondence to determine appropriate action needed. Research and answer CTT Question/Problem Useform on assigned days adhering to the turnaround time. Need to be consistent in training workers to utilize the available resources for procedures and researching questions and communicate procedures through appropriate channels. Coaching and feedback. Identify training needs/refreshers and addressing error disputes Collaborate with trainers, fellow SME’s and other business partners. Perform/Partake other work related duties or special projects, as required/assigned. Adherence to compliance, information security, internal & external statutory and regulatory requirements. Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process (DB Role) Perform manual defined benefit calculations including benefit payouts, quotes, annuities, and rollovers. Investigate and resolve calculation problems, which include balancing/reconciling accounting and recordkeeping entries for plan accounts. Identify and interpret plan provisions to determine pension benefits. Partner with Administration, RIS Trade Desk, RIS Actuarial to resolve Plan Sponsor or Participant questions and issues. Qualifications Maths & Stats Show more Show less