Job Description

Responsibilities:

• Process and check transactions on Pension Application forms within defined Service Level Agreements.
• Utilize available resources which would include technical documentation, computer system application features, co-workers and Subject

Matter Experts. * Analyze internal and external correspondence to determine appropriate action needed.

• Research and answer CTT Question/Problem Useform on assigned days adhering to the turnaround time. Need to be

consistent in training workers to utilize the available resources for procedures and researching questions and
communicate procedures through appropriate channels. * Coaching and feedback. Identify training needs/refreshers and addressing error disputes

• Collaborate with trainers, fellow SMEs and other business partners.
• Perform/Partake other work related duties or special projects, as required/assigned.
• Adherence to compliance, information security, internal & external statutory and regulatory requirements.
• Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and

profitability for PFG * Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process(DB Role) * Perform manual defined benefit calculations including benefit payouts, quotes, annuities, and rollovers. Investigate andresolve calculation problems, which include balancing/reconciling accounting and recordkeeping entries for plan accounts. * Identify and interpret plan provisions to determine pension benefits. Partner with Administration, RIS Trade Desk, RISActuarial to resolve Plan Sponsor or Participant questions and issues. Qualifications:Bachelors degreeMinimum 2 years exp neededPrior work experience of pensions. DB experience preferred Additional Information:Skill set: Working knowlege on MS Office tools specifically MS Excel, Strong mathematical and reasoning skills. Minimum of 2-5 years
experience in back office. Insurance and Financial Institution experience preferredGood written and verbal communication skills
Strong analytical and mentoring skills , taking ownership and accountability , multitasking and effective decision making
Other: Good knowledge of Finance Domain and Industry.Competencies:

• Make sound business decision
• Embrace Change
• Build strong Partnership
• Get results
• Act Strategically
• Lead Cultivate Talent

Reporting relationship:
This position will report to Associate Manager- Operation

Principal Global Services