Associate Financial Analyst, 529 Back Office
New
J
JobgetherFinancial Services
India, Ability to work flexible hours and core night shifts to align with U.S.-based teams.Full-TimeEntry
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 0–2 years of experience in the U.S. retirement or financial-services industry is preferred.
- Required Skills
- Microsoft ExcelAnalytical SkillsProblem SolvingTime ManagementFinancial analysisData entry
Requirements
- MBA, preferably with a specialization or strong academic background in Finance.
- 0–2 years of experience in the U.S. retirement or financial-services industry is preferred.
- Interest in or willingness to develop knowledge of U.S. 529 education savings plans.
- Strong analytical and problem-solving skills with a process-improvement mindset.
- Good verbal and written communication skills in English.
- Strong attention to detail and accuracy with financial transactions and records.
- Good typing and data-entry skills for transaction-based workflows.
- Strong time-management and organizational skills.
- Familiarity with Microsoft Office applications, particularly Excel and Word.
- Ability to work flexible hours and core night shifts to align with U.S.-based teams.
- Must have a dedicated, uninterrupted remote workspace.
- Reliable internet connectivity of at least 25 Mbps.
Responsibilities
- Process transactions, reports, and reconciliations for 529 plan operations using relevant workflow and administrative applications.
- Monitor workflow queues, prioritize activities, and accurately process account changes, deposits, withdrawals, rollovers, and enrollments.
- Support the onboarding and maintenance of 529 plan accounts, ensuring data is accurate and audit-ready.
- Analyze operational and financial data to identify trends, root causes, and process improvement opportunities.
- Develop and maintain operational reports, dashboards, and process documentation.
- Collaborate with global teams to resolve escalated issues and ensure operational continuity.
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