Financial Analyst

• 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.

Candidate Description:

• 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.