Associate Financial Analyst, Defined Contribution
3 days ago
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:
Associate 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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