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Job Description:
#The Purpose of This Role
-Associates are expected to work on validating the required transactions / complaint as per the internal revenue code (IRC) guidelines and prepare year end financials.
#The Value You Deliver
-Reconcile and publish the accurate plan year-end financials
-Validate data submitted by the client and perform Non-Discrimination Testing
-Reconcile the prior record keeper data to prepare the Form 5500 conversion reconciliation worksheet
-Analyse exception processing by using established measures to ensure accurate and standardized results and control associated risks
-Fix and assist in resolution of complex exception processing
-Flexible to work in India day shift/night shifts/ weekend based on business requirement.
#The Skills that are Key to this role
-Requires in depth knowledge of defined contribution (DC) including plan year financials, Form 5500 and Non-Discrimination testing
-Good knowledge on reconciliation concepts
-Proven technical proficiency on working with multiple systems and applications
-Ability to follow through on multiple project work and call out issues appropriately
-Should be proficient in MS Excel
#The Skills that is good to have for this role
-Excellent written and oral communication skills
-Attention to detail
-Good critical thinking and problem-solving skills
-Self-learner
-Ability to work in teams and drive collaborative efforts towards achieving team goals
-Demonstrates accuracy, thoroughness, and orderliness in performing work assignments
#The Expertise We’re Looking For
-Bachelor’s degree or equivalent.
-Prior experience in Defined contribution domain would be an added advantage
-1-2 years of experience
About Company:
Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance. Boston, Massachusetts, U.S.
