Job Description

About the team:

The client is a market leader in recordkeeping, providing compliance services to its end customers / plan sponsors in US Retirement market.

The client is an American publicly owned global investment management firm that offers mutual funds, subadvisory services, separate account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

What you will be doing:

Reporting to the Team Manager, BPS Operations Processing Representative will primarily be responsible for ensuring that accurate and timely running of Compliance Tests and Form 5500 filing for 401(k) & 403(b) plan sponsors (end clients). The role will involve high level of interaction with onshore stakeholders via emails regarding resolution of data related issues for Compliance testing & Form 5500 work.

Working as part of a team to complete work assigned by the Team Manager, ensuring procedures are adhered to and data issues raised appropriately.

Key Duties and Responsibilities:

• Perform tasks to ensure compliance with work group and client-specific procedures to further guarantee adherence to service level agreements.
• Perform Nondiscrimination testing and prepare Form 5500 for customers under this client umbrella.
• Ensure the security of the client data which is subject to compliance testing & Form 5500.
• Works with appropriate system and ensure accuracy of Compliance testing reports & Form 5500 filings.
• Commitment to ensure quality in service delivery to the end customer of the client.
• To work on the assigned Nondiscrimination and Form 5500 work in a timely manner.

What you bring:

Knowledge / Experience

Essential:

Graduate

· Min 0-5 years of experience in Nondiscrimination testing/Form 5500.

· Experience in Relius Admin/ Relius Govt. Form will be an added advantage.

• Establish strong relationship with onshore counterparts and should be capable of handling data issues and ability to identify discrepancy or insufficiency of data to complete compliance testing and 5500.
• Strong PC skills with basic knowledge of Microsoft Office applications – specifically Excel.
• Knowledge of US Retirements – 401(k) & 403(b) plans.
• Customer-driven, focusing on providing the highest quality services to FIS internal and external clients.
• Excellent verbal and written communication skills
• Ability to work on Compliance testing / Form 5500 within the given timelines.
• Ability to maintain confidentiality and conduct assignments that are sensitive in nature.
• Ability to work both independently and in a team environment.

Desirable:

• Eye for detail especially for a Process like Compliance Testing & 5500
• Excellent customer service skills that build high levels of customer satisfaction for internal and external clients
• Effective analytical, problem-solving, team, and time management skills

What we offer you:

• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• A broad range of professional education and personal development possibilities – FIS is your final career step!
• A competitive salary and benefits
• The chance to work on some of the most challenging, relevant issues in financial services & technology.
• A work environment built on collaboration, flexibility, and respect.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass