Ascensus

Financial Analyst, Defined Contribution

Ascensus  •  Chennai, IN (Onsite)  •  6 days ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job 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.
  • 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

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.

Ascensus

About Ascensus

Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow.

We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers.

The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com.

Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Dresher, PA
Year Founded
1980
Social Media