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Job Details

Primary Location:

Chennai, TN IN



Job Level:

Individual Contributor

Education Level:

Bachelor's Degree (±16 years)

Job ID:


Job Description

Specialist - Operations Processing

Business Unit Overview
Testing and Reporting Services (T&RS) provides plan sponsors and auditors with year-end financials and non-discrimination testing and also assists the plan sponsor to file Form 5500 with Internal Revenue Service (IRS) and Department of Labour (DOL). The operations support provided by T&RS includes plan year-end reporting, non-discrimination testing, filing Form 5500 and conversion reconciliation, audit and other support functions
Role Description
  • Reconcile and publish the accurate plan year-end financials
  • Validate data submitted by the client and perform  non-discrimination testing
  • Reconcile the prior record keeper data to prepare the Form 5500 conversion reconciliation worksheet
  • Analyse exception processing by using established measures to ensure accurate and standardized results and   control associated risks
  • Troubleshoot and assist in resolution of complex exception processing
  • Ready to work in India day shift and flexible to work in night shifts/ weekend based on business requirement.
Candidate Description
List of skills required
  • Requires in depth knowledge of defined contribution (DC) including plan year financials, Form 5500 and non-discrimination testing
  • Good knowledge on reconciliation concepts
  • Demonstrated technical proficiency on working with multiple systems and applications
  • Ability to follow through on multiple project deliverables and escalate issues appropriately
  • Should be proficient in MS Excel
Behavioral Attributes
  • Excellent written and oral communication skills
  • Attention to detail
  • Good critical thinking and problem solving skills
  • Self-learner
  • Ability to work in teams and drive collaborative efforts towards achieving team goals
  • Demonstrates accuracy, thoroughness and orderliness in performing work assignments

Education and Experience
  • Bachelor’s degree or equivalent.
  • Prior experience in Defined contribution domain would be an added advantage
  • 1-2 years of experience
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