Posted 4d ago

Process Specialist - LPO

@ Principal Financial Group
Pune, Maharashtra, India
HybridFull Time
Responsibilities:conducting research, drafting documents, reviewing contracts
Requirements Summary:Law graduate with 2.5–4 years in US legal research; experience with US caselaw, drafting, reviewing US legal documents; familiarity with LPO, retirement plans, and US shifts.
Technical Tools Mentioned:Salesforce
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Job Description
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