Financial Analyst
1 month ago
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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