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, and 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 Processes.
Ability to accurately process high volume within the specified time frame.
Identify the issues/problems related to processes if any and cascade to the respective team lead.
Financial analysts should possess a brief understanding of the financial services industry, specifically focusing on 401(K) plan administration, and should be avid learners willing to adapt and work in a team environment.
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