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 good 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 work in a team environment.

Education and experience

6 months - 3 years of office administration preferred

Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks.

Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution.

Works efficiently with a pre-defined schedule or set of existing priorities. Responsibility to manage own tasks but may need assistance dealing with conflicting priorities.

Ability to complete daily work as assigned.

Familiarity MS-Office software applications, including Excel & Word

Skill Requirement

Good communication skills

Attention to Detail

Good Problem solving and analytical skills

Self-Learner

Basic MS Office knowledge and preference to good working knowledge of Excel

Must be able to adapt the assignments quickly

Flexibility in work culture (Example – She/he should be flexible in Day/Night shift based on business requirement)

Good Knowledge in Reconciliation concepts

Behavioral Attributes

Work independently and in a team environment

Organizational and time management skills

Ability to work in a deadline-oriented setting

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📌 Associate Financial Analyst, Loans & Distribution India
🏢 Ascensus
📍 India