This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Analyst, PSG Operations based in India.
This role supports the accurate and timely processing of financial transactions within a retirement services operations environment. You’ll play an key part in managing distributions and loan-related activities while helping resolve issues that can affect participants and clients. The position combines financial operations, customer service, problem-solving, and detailed transaction processing. You’ll collaborate with trust companies, recordkeepers, internal teams, and clients to ensure transactions are completed efficiently and accurately. The role offers the opportunity to develop a strong understanding of retirement plan administration and broader financial services operations. Success requires attention to detail, adaptability, ownership, and a commitment to protecting sensitive information. You’ll work in a team-oriented environment where quality, integrity, continuous learning,



and dependable service are highly valued.
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Accountabilities:
Support the timely and accurate processing of participant distributions and loan-related transactions.
Research, investigate, and resolve outstanding issues associated with distribution processing.
Coordinate with trust companies, recordkeepers, and internal departments to ensure participant checks are processed and mailed within required timelines.
Identify trust excesses and ensure they are appropriately invested or resolved in a timely manner.
Review transaction forms and communicate with clients regarding incomplete, inaccurate, or otherwise non-compliant submissions, following up as necessary to obtain the required information.
Identify escalated issues, risks, and concerns and refer them to the appropriate leadership team for resolution.
Provide a consistently high level of customer service while coordinating with internal and external

📌 Financial Analyst, PSG Operations (India)
🏢 Jobgether
📍 India