Associate Financial Analyst, Loans & Distribution

Role Description:

Associate 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:

Disbursements:

• Support timely and accurate processing of disbursements
• Research and resolve outstanding issues pertaining to distribution 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.
• 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.

Candidate description:

• 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:

• 6 months - 3 years of office administration 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

Skill Requirement:

• Good communication skills
• Attention to Detail
• 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)
• 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.