Job Description

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)...

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