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Roles & Responsibility:
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Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.
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Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement.
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Functions include – only processing the above-mentioned processes.
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Delivering the set expectations in terms of key business metrics like productivity, volume count and quality.
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Apart from processing, the team member should be able to Review Process.
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Ability to accurately process high volume within the specified time frame.
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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:
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Graduate / Postgraduate in Finance/Accounting background
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Proven track record of working effectively in flexible work environment in a result-oriented approach
Skill Requirement:
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Good communication skills and Good Problem solving and analytical skills
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Should be a Self-Learner
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Basic MS Office knowledge and preference to good working knowledge of Excel
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Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement)
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Good Knowledge in Reconciliation concepts
