Specialist Participant Maintenance
Empower India
Bengaluru, Karnataka, IndiaFresher2h agovia LinkedIn
This job at a glance
- Who can apply
- Freshers and up to 1 year
- Must know
- OperationsTax
- Work
- On-site in Bengaluru
- Pay
- Not stated by the employer.
- Skill demand
- Operations52%Tax3%of 97 similar fresher jobs posted in India this week
- Listed
- 3 Nov 2026 · still open
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About the Role
- Support clients in transaction processing and other back-end operations of retirement plans, specifically US Retirement Plan (401k) Recordkeeping.
Key Responsibilities
- Accurately and efficiently process and perform analysis and entry of participant transaction requests and assigned tasks in the EASY recordkeeping system.
- Develop extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts, and plan-level setup rules.
- Maintain departmental established productivity and quality goals.
- Prioritize and complete assigned tasks in accordance with Departmental, corporate, IRS, Department of Labor, FINRA, and SEC regulations and requirements.
- Design and deliver clear, respectful communications across audiences.
- Be responsible for accurate and efficient processing of critical transactions for participants/clients.
- Determine if a request is IGO or NIGO.
- Work with upstream and downstream processes to capture the right information.
- Code/setup accounts and transactions in the system.
- Communicate back with an update to the client/participant depending on the type of transaction.
- Analyze transactions for completion and correct posting to participant accounts.
- Perform review of data and activity to prevent the risk of loss due to errors.
- Use established procedures and work under immediate supervision to perform assigned tasks.
Requirements & Tech Stack
- EASY recordkeeping system
Qualifications
- 6-12 months of similarly related experience in the financial field, strongly preferred.
- Acquires basic skills and knowledge of the organization's processing platforms.
- Demonstrates decision-making and analytical skills.
- Must be detail-oriented and have analytical ability for in-depth research.
- Must pass company-administered skills assessments, such as typing and ten-key input, at required minimum levels.
- Attention to detail and the ability to maintain productivity levels are essential, but more important is the ability to maintain high levels of accuracy.
- This position frequently requires periodic and mandatory (usually unscheduled) overtime.