Section 1: Position Summary
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.
Section 2: Job Functions, Essential Duties and Responsibilities
• Support timely and accurate processing of disbursements
• Research and resolve outstanding issues as it pertain to distributions 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.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Candidate description:
Financial analysts require a 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.
Supervision
Section 3: Experience, Skills, Knowledge Requirements
• 2 - 6 years of office administration preferred (Experience in the US retirement industry would be added advantage)
• 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.
Section 4: Education
• MBA, preferable from Finance background
• Good verbal & written communication skills
• Attention to detail.
• Good time management skills
• Ability to work independently
• 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)
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
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.
