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Entry-level generalist operations role in Bengaluru with mid-level experience requirement increases competition.
Specialized retirement plan recordkeeping and regulatory compliance skills limit cross-industry transferability.
Requires 1–4 years experience, typing/ten-key assessments, and regulatory accuracy, enforcing moderate screening strictness.
Process and analyze participant transaction requests accurately and efficiently within EASY recordkeeping system for US Retirement Plans (401k).
Maintain compliance with Departmental, corporate, IRS, Department of Labor, FINRA, and SEC regulations during transaction processing.
Communicate transaction status clearly to clients and participants and ensure data accuracy to prevent risk of loss due to errors.
1-4 years of related experience in financial field strongly preferred.
Must pass company-administered skills assessments including typing and ten-key input at required minimum levels.
Workplace: Onsite in Bengaluru, Karnataka.
Ability to work periodic and mandatory unscheduled overtime.
Detail-oriented with strong analytical skills to perform in-depth transaction research and accurate data entry.
Comfortable working under immediate supervision following established procedures and compliance rules.
Experience with financial transaction coding and maintaining high productivity with high accuracy levels.