Associate Financial Analyst Loans & Distribution - India
ascensus global india llp
📍 chennai india india🕐 28d ago🔗 workday
Job Description
**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 environment
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