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 positive 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 lear

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