The Financial Analyst will handle tasks associated with 401(K) plan administration, focusing on processing various financial requests while maintaining productivity metrics and quality standards.
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.
- Identify the issues/problems related to processes if any and cascade to the respective team lead.
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:
- 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 and Good Problem solving and analytical skills
- Should be a Self-Learner
- Basic MS Office knowledge and preference to good working knowledge of Excel
- Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement)
- Good Knowledge in Reconciliation concepts
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Top Skills
Excel
MS Office
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