Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Roles & Responsibility:
Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.
Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement.
Functions include – only processing the above-mentioned processes.
Delivering the set expectations in terms of key business metrics like “productivity, volume count and quality”.
Apart from processing, the team member should be able to “Review Process”.
Ability to accurately process high volume within the specified time frame.
Candidate description:
Associate 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 work in a team environment.
Education and experience:
Graduate / Postgraduate in Finance/Accounting background
Proven track record of working effectively in flexible work environment in a result-oriented approach
Skill Requirement:
Good communication skills
Good Problem solving and analytical skills
Basic MS Office knowledge and preference to valuable working knowledge of Excel
Must be able to adapt the assignments quickly
Self-Learner
Flexibility in work culture (Example – She/he should be versatile in Day/Night shift based on business requirement)
Good Knowledge in Reconciliation Concepts
Behavioral Attributes:
Work independently and in a team setting
Organizational and time management skills
Ability to work in a deadline-oriented environment
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