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The Pension industry is highly regulated requiring ongoing monitoring, shifting of resources, and reaction to change to remain compliant. The Pension Benefits Consultants are responsible for handling work in a number of key areas. They are on the queue to manage the calls from our members as well as handling various different types of pension transactions subject to strict legislative timelines.
Given the above information, please take us through the steps of how you would handle the following situation:
You have noticed a significant backlog on pension transactions over the last few days and that work assigned to you are above and beyond what you can complete in order to meet legislative timelines. You are required on a daily basis to be on the telephone queue to respond to member inquiries. Explain how you prioritize your work and steps you take to bring yourself back in-line with meeting legislative timelines.
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