Associate Financial Analyst, Client Onboarding - India

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Role Description:

• Supporting client onboarding processes to ensure key deliverables are met.
• Participate in client and financial professional meetings pertaining plans.  Assist with conversion and translation of financial and demographic data to ensure accurate and timely Relius Admin or ASC system set-up, workflow, reconciling of plan assets and ensuring information is sent to finance in a timely manner.
• Check and validate the documents which is required to setup Plan into Admins system.
• Setting up the Plans into Various Admin system as per Process Requirement
• Completing the Axis setup once plan sync is completed at Axis.

Job responsibilities:

• Setting up the plan shell in different admins system as per Plan document.
• Provides clear communication regarding the roles of everyone involved in the onboarding process.
• Collaborates with team members to continuously improve implementation processes.
• Coordinates with the client and advisor to review all onboarding documents are to facilitate the installation of the plan.
• Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress.

Education and experience:

• Graduate / Postgraduate in Finance/Accounting background
• 6 to 24 months experience in BFSI preferred
• Proven track record of working effectively in flexible work environment in a result-oriented approach
• Prior Experience in 401(k) Retirements Plans Loans and Distributions will be an added advantage

Skill Requirement:

• Graduate, preferable from commerce background (not mandatory)
• Experience in the US retirement industry for 0 to 2 years (not mandatory)
• Open core Night shifts based on business requirements 
• Good verbal & written communication skills
• Good typing skill and attention to detail.
• Good time management skills
• Ability work independently.
• Familiarity MS-Office software applications, including Excel & Word

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.