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:

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
• Good Problem solving and analytical skills
• Basic MS Office knowledge and preference to good working knowledge of Excel
• Must be able to adapt the assignments quickly
• Self-Learner
• 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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