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.
Candidate description :
Associate 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 backgroundProven track record of working effectively in flexible work environment in a result-oriented approachSkill Requirement :
Good communication skillsGood Problem solving and analytical skillsBasic MS Office knowledge and preference to good working knowledge of ExcelMust be able to adapt the assignments quicklySelf-LearnerFlexibility in work culture (Example – She / he should be flexible in Day / Night shift based on business requirement)Good Knowledge in Reconciliation ConceptsBehavioral Attributes :
Work independently and in a team environmentOrganizational and time management skillsAbility to work in a deadline-oriented environment