Financial Analyst

7 days ago

Chennai, Tamil Nadu, India Live Connections Full time

Senior 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:

Loans & Distributions:

  • Support timely and accurate processing of Loans & Distributions.
  • Research and resolve outstanding issues pertaining to distribution processing.
  • Partner with various trust companies, recordkeepers and internal departments to ensure participant requests are approved 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.

Education and experience:

  • 2 to 6 years of financial services industry, specifically 401K domain experience is 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

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