Roles & Responsibility:
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, 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 Process.
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 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:
Graduate / Postgraduate in Finance/Accounting background
Proven track record of working effectively in flexible work environment in a result-oriented approach
Skill Requirement:
Good communication skills and Good Problem solving and analytical skills
Should be a Self-Learner
Basic MS Office knowledge and preference to good working knowledge of Excel
Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement)
Good Knowledge in Reconciliation concepts
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Skills Required
- Graduate or Postgraduate degree in Finance or Accounting
- Brief understanding of financial services, specifically 401(k) plan administration
- Experience processing loans, distributions, census, trust accounting, valuation imports, 5500 and related DC processes
- Good knowledge of reconciliation concepts
- Basic MS Office knowledge
- Good working knowledge of Excel
- Good communication, problem solving and analytical skills
- Ability to accurately process high volumes within specified timeframes and meet productivity/quality targets
- Ability to perform process review and identify/escalate process issues
- Flexibility to work day/night shifts based on business requirement
- Self-learner and ability to work in a team environment
Ascensus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.
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Flexible Benefits — Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
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Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
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Parental & Family Support — Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.
Ascensus Insights
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
