Posted:1 week ago|
Platform:
Work from Office
Full Time
Specialized Monitoring: Conduct quality evaluations focusing on the accuracy of information provided regarding PEA requirements for opening/maintaining, transfer rules, and tax benefits/penalties on closure.
Requirements
• Experience: Minimum 2-3 year in a Quality Analyst role within Financial Services, with practical experience auditing support for product lifecycle management or recurring investment products. • Mandatory Domain Knowledge: Must have an understanding of PEA product structure and experience with reviewing and validating execution logs for savings plans. • Skills: Exceptional attention to detail, strong analytical and numerical proficiency, and clear written communication.
Bean Hr Consulting
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