Sr. Accounts Associate

Role Value Proposition

The role requires an independent quality assurance review performed for continuous improvement and quality control management program that impact customer centricity, financial and audit results. The objective of this quality control review is to identify accuracy, completeness and timeliness trends in the processing of new establishments for US Pensions, benefit quotes. Quality Management Team provides feedback on noticeable trends and recommendations for continuous improvements. The result of the review is being reported to RIS Management once the entire file has been performed.

Key Responsibilities

• Extracting, compiling and comparing data from various sources.
• Reviewing all critical information of clients.
• Test the report / data for possible fraud, accuracy, completeness and timeliness.
• Report out the findings to management.
• Extracting, compiling and comparing data from various sources and reviewing data / creating metrics using various systems, applications, and Excel.
• Review critical documents of clients through various applications.
• Check the accuracy, timeliness and completeness of data by running various reports and comparing it to PCTS or Vantage systems.
• Save and share the reports / findings with on shore team.
• Share the discrepancies with onshore team to rectify them.
• Communication with stateside team on regular basis after sharing discrepancy reports.
• Seeking indirect satisfaction level of end users by providing them accurate and timely services.
• Be able to create / modify formulas in Excel to meet the need of any report.
• Interpret data to identify possible fraud situations.
• An understanding of the business practices of each team.
• Follow-up with other Business partners for closure of open items and provides back-up for all discrepancies.
• Communication skills – should be able to read, interpret business documents.
• Good verbal/written communication
• Proficiency in English – Spoken and Written
• Working knowledge of AI capabilities with the ability to evaluate and validate outputs with guidance.