About this role
Role Overview
- Set up new plans by creating plan codes, accounts, contacts, fund lineups, and required plan‑level configurations.
- Verify beneficial ownership and ensure compliance through accurate Accurint research and documentation.
- Manage plan transitions, configure design provisions, and ensure all plan forms are properly generated and accessible.
- Conduct thorough platform and website testing to ensure accuracy, functionality, and a smooth client experience.
- Collaborate with internal teams, provide timely support, and maintain strong working relationships across the implementation group.
- Identify issues, recommend process and system improvements, and assist in updating procedures to enhance efficiency.
- Serve as a subject matter expert by providing training, guidance, and ongoing support to team members and new hires.
Requirements
- At least 1–2 years of relevant work experience preferred; however, motivated fresh graduates are encouraged to apply.
- Bachelor’s degree preferred; candidates who are undergraduates with relevant experience are welcome to apply.
- Proficient in Microsoft Office applications, including Teams, Outlook, OneDrive, Excel, Access, and Word.
Benefits
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.