· 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.
Hubert Magsalin
National Talent Advisor | TrueBridge Resources, A North Highland Company
(303) 547 1959
Job details are sourced from the employer's original posting.
Open job postingAbout the company
PSG is the world’s largest and fastest growing provider of outsourced recruiting support. PSG has clients across the globe, including four of the world’s ten largest staffing companies, 20% of the Staffing Industry Analysts Top 50 and multiple Fortune 500 corporations. With decades of experience in both staffing and the broader outsourced services sector, our services are easy to implement, cost effective, and drive real bottom line results. We have close to 1,200 people at our recruiting centers in the Philippines, the preferred offshore location for supporting the US and global English speaking countries. We built our company from the ground up to take advantage of an offshore delivery model closely aligned with onshore client management. With this approach, our goal is to deliver onshore performance while significantly lowering costs with offshore frontline resources. Many of our customers have had poor experiences with offshore support prior to working with us. With these customers in particular, we are thrilled when they become a case study and talk about their success in our marketing materials and with their colleagues. We partner with every customer using a consultative approach to establish a value delivery framework to ensure we are improving their profitability with every PSG resource assigned to their team.