PG
Document Specialist II
full-time•Pune
About this role
Responsibilities
Qualifications
Additional Information
We are looking for candidates who can;
- Develop and draft document solutions that meet internal and external client needs.
- Serve as a resource in identifying, interpreting and communicating complex legislative, regulatory and compliance issues that affect retirement documents.
- Provide analysis and guidance of retirement document interpretation issues and retirement document design questions.
- Must have excellent communication , language, problem solving, organizational and time management skills.
- Must have in depth knowledge of document provisions.
A few activities the candidate would do are as follows:
- Produce accurate and timely complex retirements documents in accordance with applicable laws and regulations to meet business partner expectations.
- Communicate with plan sponsors, consultants, tax/legal advisors or regulators as needed.
- Provide technical assistance to team members, internal and external clients for complex document production and plan review questions.
- Provide input regarding procedures and document development. This may involve working through corrective options, responding to regulator inquiries etc.
- Identify, analyze and resolve escalated documents issues of sensitive nature.
- Serve as a valuable resource for department members, internal business partners and external clients by providing accurate and timely responses to document related issues.
Qualifications
- Bachelor's degree or equivalent experience
- Exceptional written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, innovation, analytical and problem solving.
- Requires in-depth knowledge of plan and contract documents, manuals, procedures and company products and services.
- Must possess an in-depth understanding of accounting and recordkeeping systems and PC applications.
- Microsoft Office skills, especially Excel
- Ability to work/communicate effectively with business partners/management.
Additional Information
- Working knowledge of plan design principles & concepts is essential to understanding/implementing plan design change requirements.
What you'll do
- The Document Specialist II will develop and draft document solutions while providing analysis and guidance on retirement document interpretation and design. They will also communicate with various stakeholders and resolve escalated document issues.
About Principal Global Services
Principal Global Services is a Global In-house Center, dedicated to supporting Principal Financial Group achieve our common purpose of empowering and enabling our customers across the globe by protecting and advancing their financial well-being through retirement, insurance and asset management solutions. Since our inception in 2006, our continued focus has been to take our services to the next level of providing solutions, which has been further reinforced with stimulating results and a clear strategic direction.
Over the last decade, we have assimilated the right mix of talent and competencies to build a center of excellence that delivers quality, innovation and strategic value. We offer right over best opportunities for a holistic growth, because we believe that engagement is directly proportional to the right opportunities, fostered by cultural pillars of empowerment and enablement. Principal Global Services has offices in Hyderabad (India), Manila (Philippines) and Pune (India). To find out more, visit us at www.principal.com
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Frequently Asked Questions
What does a Document Specialist II do at Principal Global Services?
As a Document Specialist II at Principal Global Services, you will: the Document Specialist II will develop and draft document solutions while providing analysis and guidance on retirement document interpretation and design. They will also communicate with various stakeholders and resolve escalated document issues..
Is the Document Specialist II position at Principal Global Services remote?
The Document Specialist II position at Principal Global Services is based in Pune, India. Contact the company through Clera for specific work arrangement details.
How do I apply for the Document Specialist II position at Principal Global Services?
You can apply for the Document Specialist II position at Principal Global Servicesdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.