- Location
- Pune Division, Maharashtra, India
- Job type
- Full-time
Required skills
- client satisfaction
- compliance
- customer service
- information security
- legal research
- Salesforce
About the role
Principal Financial Group
Website:
principal.com
Job details:
Responsibilities
- We are looking for a law graduate, with 2-5 years of experience in US legal research for caselaw in US state and federal courts, drafting and reviewing US legal documents. A person working in Legal processing outsourcing firms with this background would be suitable
- From a job qualification we are looking at hiring lawyers for these roles. From an experience perspective, lawyers who have worked with US Law with experience in reading and inferring legal documents will be a good fit
Requirements
- 2.5 to 4 yrs of experience in Legal processing and is familiar with US shifts
- Have a Legal background and should have transactional knowledge on LPO
- Understands the retirement environments and are accustomed to their instruments
- Prioritize and process the daily assigned work to meet the customer service goal
- Communicate through email, chats, or calls about the ongoing progress and request any information that will help obtain the information to process the transaction to logical closure
- Follow internal procedures to properly document work on contracts
- Inform Client Service Associate/Consultant of customer concerns or potential problems
- Develop a working knowledge of plans, contract, and retirement documents and the concepts of 401 K
- Perform other job-related duties and special projects as required
- Be able to review multiple narratives, express request(s), Salesforce, etc. to determine what action has happened, and who to be working with
- Be able to read Legal Documents and understand and decide if qualified or not
- Could get questions from Client Service Associates/Client Service Managers after the fact (months later) on action taken and why, so may need to research back to put pieces together
- Need some understanding of the different types of plans (Defined Contribution, Defined Benefit, TPA, ESOP/KSOP) and have background knowledge of the basic plan document for our Proto documents
- Understanding of the expense coding for charging for services
- Understanding of Loans, Distributions, Vesting, Death
- Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
- Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements
- Accustomed to US shift (6.30 pm to 3.30 am IST)
Qualifications
Graduate, please avoid BE & Btech
Click on Apply to know more.
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