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 important 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 prospect 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.

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

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