Profile Summary
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