FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. **Role Description** : Associate Financial Analyst position will support the Loans and Distributions team to provide timely and accurate processing of distributions/loans. The role also requires understanding operational workflows as it relates to both the individual role and Operations as a whole. **Job Responsibilities:** Disbursements: + Support timely and accurate processing of disbursements + Research and resolve outstanding issues pertaining to distribution processing + Partner with various trust companies, recordkeepers and internal departments to ensure participant checks are mailed timely. Also ensure all trust excesses are identified and invested or resolved timely. + Effectively communicate (verbal/written) with clients on transaction forms that are not in good order and follow up as necessary to ensure timely completion. + Identify escalated issues/concerns and refer these to your leadership team. + General duties and responsibilities: + Consistently provide a high level of customer service while communicating and coordinating with internal/external business units to assist in issue resolution. + Document procedures and workflows. + Seek out training opportunities offered through the Learning Center. Continuously increase skill set on less familiar topics that have an influence on the department. + Responsible for protecting, securing, and proper handling of all confidential data held by Future Plan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Future Plan or our clients. + Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture. **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:** + 6 months - 3 years of office administration preferred + Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks. + Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. + Works efficiently with a pre-defined schedule or set of existing priorities. Responsibility to manage own tasks but may need assistance dealing with conflicting priorities. + Ability to complete daily work as assigned. + Familiarity MS-Office software applications, including Excel & Word **Skill Requirement:** + Good communication skills + Attention to Detail + Good Problem solving and analytical skills + Self-Learner + Basic MS Office knowledge and preference to good working knowledge of Excel + Must be able to adapt the assignments quickly + Flexibility in work culture (Example – She/he should be flexible in Day/Night shift based on business requirement) + Good Knowledge in Reconciliation concepts **Behavioral Attributes:** + Work independently and in a team environment + Organizational and time management skills + Ability to work in a deadline-oriented environment _Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com_ _or @futureplan.com_ _email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._ Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).