Associate Financial Analyst, Loans & Distribution

64

401(k) plan administration knowledge
Ms office excel and word proficiency
Reconciliation concepts understanding
The role supports the Loans and Distributions team in providing timely and accurate processing of distributions and loans

Job Summary

  • The role supports the Loans and Distributions team in providing timely and accurate processing of distributions and loans.
  • Candidates must possess a brief understanding of the financial services industry with a specific focus on 401(k) plan administration.
  • The position requires protecting confidential data and adhering to core values of People Matter, Quality First, and Integrity Always.

Matching Summary

The role supports the Loans and Distributions team in providing timely and accurate processing of distributions and loans.

Skills & Requirements

Must-have

  • 401(k) plan administration knowledge
  • MS Office Excel and Word proficiency
  • Reconciliation concepts understanding

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to work flexible day or night shifts
  • Self-learner willing to adapt quickly

Key Requirements

  • 6 months to 3 years office administration experience
  • Familiarity with MS Office software applications
  • Ability to document clear procedures and workflows

Work Rights

Not specified

Tailored Resume

Cover Letter