Interested in research
Ensuring client satisfaction through the successful and time bound completion of complex qualified and non-qualified pension calculations and responding Service Requests within stipulated time. Expertise in computations of routine and complex Defined Benefit pension plans. Analyzing and translating client plan documents into business requirements. Understanding client requirements & issues and providing resolutions. Performing quality checks for manual calculations produced by team. Understanding tax requirements and implications associated. Training new team member on the process and on tool. Assisting with production of client reports. Task prioritization and allocation to team.
Proficiency with MS-Excel and MS-Word and various CRM tools
ASPPA
Interested in research
ASPPA