Management Trainee (CT)

A Specialist (Compliance) Processor / Analyst is responsible to handle High Complex Testing, research, reporting and Form 5500 filing of retirement plan activities as aligned.

Compliance Plan Queue monitoring might be an added responsibility ensuring all activities are completed within TAT.

Additional quality checks ensure end to end Plan Testing is completed with 100% quality in first instance.

Coordinate with other Operations group to ensure follow-up testing activities in OMNI / Relius are completed within deadline.

There may also be a need to coordinate with internal departments on application or hardware issues related to daily functions.

Be a SME in the assigned group or process.

Support meeting Service Level Agreements for TAT, utilization, productivity & quality.

Maintain and analyze process queue status and reports as assigned.

Review, research and provide feedback on processing discrepancies/ errors to prevent recurrence.

Participate and transfer information to all associates on a timely basis via regular team meetings. per responsibility assigned.

Handle query resolution for new hires in the group as assigned.