Ascensus

Associate Financial Analyst, Defined Contribution - India

Ascensus · Hyderabad, Telangana, India

Financial Services · 5,001-10,000 employees

13 h ago
Junior (0-2 yrs) Full-time India
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About the role

Perform various financial processes including loans, distributions, census, and trust accounting for savings plans. Ensure high-volume processing accuracy while meeting key business metrics for productivity and quality.

What they look for

401(k) Plan Administration Financial Services Reconciliation MS Excel MS Office Analytical Skills Problem Solving Communication Skills Time Management Trust Accounting

Requirements

Requires a graduate or postgraduate degree in Finance or Accounting with a basic understanding of the financial services industry. Candidates must be flexible with shift timings and possess strong analytical and reconciliation skills.

Benefits

Professional Development In-house Training Tuition Reimbursement Reward Programs Paid Time Off Medical Benefits Dental Benefits Vision Benefits Health Savings Account 401(k) Match 529 College Savings Match Volunteer and Charitable-giving Programs

Full description

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.

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.

Candidate description:

Associate 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
  • Good Problem solving and analytical skills
  • Basic MS Office knowledge and preference to good working knowledge of Excel
  • Must be able to adapt the assignments quickly
  • Self-Learner
  • 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

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