Financial Analyst, PSG Operations
New
J
JobgetherFinancial Services
India, Flexibility to work day or night shifts depending on business requirements.Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2–6 years of office administration, financial operations, or related professional experience is preferred.
- Required Skills
- Operations ManagementMicrosoft ExcelProblem SolvingCustomer serviceFinancial analysis
Requirements
- 2–6 years of office administration, financial operations, or related professional experience is preferred.
- Previous experience in the US retirement services or 401(k) industry is an advantage.
- MBA qualification is preferred, ideally with a Finance specialization.
- Strong verbal and written communication skills.
- Strong attention to detail and accuracy.
- Good analytical and problem-solving abilities.
- Ability to document procedures and workflows.
- Strong time-management and organizational skills.
- Basic Microsoft Office knowledge, with a preference for strong working knowledge of Microsoft Excel.
- Flexibility to work day or night shifts depending on business requirements.
- For remote work: maintain an uninterrupted, distraction-free workspace and have reliable internet (at least 25 Mbps).
Responsibilities
- Support the timely and accurate processing of participant distributions and loan-related transactions.
- Research, investigate, and resolve outstanding issues associated with distribution processing.
- Coordinate with trust companies, recordkeepers, and internal departments to ensure participant checks are processed and mailed within required timelines.
- Identify trust excesses and ensure they are appropriately invested or resolved.
- Review transaction forms and communicate with clients regarding incomplete, inaccurate, or non-compliant submissions.
- Identify escalated issues, risks, and concerns for leadership resolution.
- Provide high-level customer service while coordinating with business partners.
- Document procedures and workflows to support consistent operations.
- Manage assigned daily activities to maintain accuracy and meet deadlines.
- Handle confidential participant, client, and business information securely.
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