Responsibilities. Process DB benefit payments using basic knowledge of ERISA, taxation, accounting, and tools to perform operational processes. Execute changes to DB payments, contact information, taxes, EFT detail, beneficiaries, etc. per participant or client request. Review payment related forms to determine if in good order, and process based on knowledge of applicable rules and regulations. Provide technical assistance to internal partners i...
Responsibilities. Develop team members through coaching and mentoring. act as an information resource to answer questions and resolve issues related to processes and tasks. Conduct performance reviews. coach/counsel team members individually and together towards improved performance. Ensure compliance with internal policies/procedures and service level agreements. provide recommendations for improvement. Act as a liaison between the team and othe...
Responsibilities. Ensure at a high level of accuracy the quality of daily and monthly data for securities at the constituent and index levels. Support analytic functions (i.e. Duration, Yield, etc.…) as required for daily and month end processes. Work closely with the Point of Contact for benchmarks and analytics, keeping them apprised of status on issues and projects. Complete thorough research on behalf of Data Management and propose appropriat...
What You Will Do. Lead processes associated with talent management, including succession planning, leadership development, and talent marketplace initiatives. Assist in the design and implementation of employee engagement strategies and organizational change plans. Guide, coach and support managers with engagement activity, including analysis of and recommendations from surveys and other sources of employee feedback, working closely with leaders ...
Responsibilities. Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products. Identify customer needs and provide personalized service to ensure positive and meaningful outcomes. engage more knowledgeable team members as needed. Locate/research information using multiple systems/technologies. Coordinate with cross-functional departments to obtain and/or provide necessary i...
What You Will Do. Lead analysis and complex architectural design across platforms toward the development of end-to-end solutions. translate architectural guidance into detailed technical design. Lead committees or projects to help define organization-wide standards, processes, and guidelines. Work collaboratively with other development staff, including contract and offshore Software Engineers, and business product owners in an agile environment. ...
Responsibilities. Prepares local, state, and federal tax returns. Prepares, maintains, and analyzes tax records and reports, subject to review. Researches basic tax issues and documents findings. Uses computer systems and/or reporting tools to input, retrieve, or summarize tax information. May rotate between different tax specialty groups within the tax department. Using established procedures and working under immediate supervision, performs ass...
