Role Description:
Associate Financial Analyst position will support the Loans and Distributions team to provide timely and accurate processing of distributions/loans. The role also requires understanding operational workflows as it relates to both the individual role and Operations as a whole.
Job Responsibilities:
Disbursements:
Support timely and accurate processing of disbursements
Research and resolve outstanding issues pertaining to distribution processing
Partner with various trust companies, recordkeepers and internal departments to ensure participant checks are mailed timely. Also ensure all trust excesses are identified and invested or resolved timely.
Effectively communicate (verbal/written) with clients on transaction forms that are not in valuable order and follow up as necessary to ensure timely completion.
Identify escalated issues/concerns and refer these to your leadership team.
General duties and responsibilities:




Consistently provide a high level of customer service while communicating and coordinating with internal/external business units to assist in issue resolution.
Document procedures and workflows.
Seek out training opportunities offered through the Learning Center. Continuously increase skill set on less familiar topics that have an influence on the department.
Responsible for protecting, securing, and proper handling of all confidential data held by Future Plan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Future Plan or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Candidate description:
Financial analyst requires should possess brief understanding of financial services industry, specifically focusing on 401(K) plan administration, should be avid learner willing to adapt and wor

📌 Associate Financial Analyst, Loans (Chennai)
🏢 Ascensus
📍 Chennai