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Retirement Plan Management - Sr Associate

India, Republic Of India, Bengaluru
Last update 2025-02-16
Expires 2025-02-15
ID #2566589834
Free
Retirement Plan Management - Sr Associate
India, Republic Of India, Bengaluru,
Modified January 24, 2025

Description

About VOYA INDIA

Voya India, formerly known as VFI SLK, pioneers the transformation of the financial services customer experience through the art of technology, innovation, and human creativity. We are dedicated to delivering cutting-edge solutions to Voya’s Retirement, Employee Benefits, and Investment Management businesses. Our expertise lies in crafting inventive customer-centric solutions by digitizing, automating, and optimizing technology and business processes. More information is available at:
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Job Specification


Plan Consultant / Plan Management – Billing and Invoicing Domain:
US Retirement Services / Wealth Solutions.


Role Description

- Reviewing output from client specific fee programs

- Completing the quarterly invoice reporting

- Interfacing with Finance team

- On-going tracking of SLA credits and any invoice concessions

- Clients are billed monthly/quarterly.

- High Financial Risk demands 100% Accuracy.

- Clients have customized fee programs and requirements which are not uniform across the business.

- Processing is entangled with client facing work.

- Client based SLAs. Systems:

- OMNI, Slingshot Invoicing System Skills and Competencies:

- Strong Mathematical skills required - Strong Excel

- Financial skills (billing/invoicing)

- Accounting skills

- Attention to Detail – is critical.

- Strong Subject Matter Expertise

- OMNI Skills an added advantage

- Engaging - Analytical

- Highly Organized Qualifications

- College Degree

- 3-8 years of Defined Contribution work & operations experience

- 2-5 Defined Contribution Client Billing and Invoicing experience

- Solid technical aptitude of MS Office with strong excel

- Knowledge of Omni is a plus

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Retirement plan management - sr associate

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