Associate Financial Analyst, Loans & Distribution - India

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 Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.