Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields.
Review requests for changes to the recordkeeping system to ensure continued alignment with written plan documentation.
Review plan documents, amendments, or other documentation for adherence to policies and procedures.
Provide clear and concise communication to requestors for NIGO items within established timeframes.
Discuss routine issues with Relationship Managers or Client Services Consultants. Participate in departmental and corporate projects/initiatives.
May require guidance from more senior teammates or management.
Identify procedures, methodologies, and process improvements to enhance growing business unit (i.e. Apply risk-based quality controls, use better tools/applications available, Project Management skills, and LEAN methodology). Participate in layered review of work product and provide feedback related to work product. Apply technology to ensure successful and timely delivery of work product.
Provides critical control function for plan change requests involving institutional clients of all sizes and complexities. May provide guidance to less experienced staff and/or lead projects. This role interacts with A&O, IR, Operations, product and leadership-- especially as it pertains to the maintenance of retirement plans and contracted services for our existing clients.
The ability to clearly understand plan documents and related documentation, as well as administrative and record keeping abilities is required.
All information will be kept confidential.
...We are seeking a Production Worker I - 3rd Shift for a very important client Inspects, labels and packages raw and finished products May be required to maintain records according to Good Manufacturing Practices May be working in a clean-room environment Moderate...
...Job Description Job Description The Outsourced Accounting and Advisory Services Manager manages client's needs and deadlines, contributes to the firm's mission and creates a learning environment for staff. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides high level...
...Adara Group LLC in Las Vegas, NV is searching for motivated Sales Representatives to deliver tailored payment solutions to business's needs. In... ...! Benefits: ~401(K)~ Health Insurance ~ Dental Insurance ~ Vision Insurance ~ Life Insurance ~ Paid Time...
...day as a Caregiver with KWA. As you step into your first client's home, you're greeted with warm smiles and gratitude. You assist with... ...homecare, healthcare, in home care, CNA, RNA, HCA, certified nursing assistant, home care aide, registered nursing assistant, nursing...
...changes, and project updates to stakeholders throughout project execution. Ensure coordination between electrical systems and architectural, structural, mechanical, plumbing, and civil disciplines. Client & Business Relationships Serve as a primary client...