Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
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.
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.
- 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
- 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
- Work independently and in a team environment
- Organizational and time management skills
- Ability to work in a deadline-oriented environment
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.
