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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