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The Financial Analyst will handle tasks related to defined contribution plans, including processing loans, distributions, and trust accounting. The role involves reviewing processes, ensuring high-quality output, meeting productivity metrics, and identifying issues to escalate to management. A strong knowledge of 401(K) plan administration is preferred, along with problem-solving abilities and communication skills.

Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies. Nurtures long-standing relationships with clients, leads efforts to onboard new accounts, coordinates account opening process, reviews agreements, prepares internal documentation, directs Trust Administrators, works closely with Senior Management, and promotes procedural prudence. Requires Bachelor's degree and minimum of five years of relevant professional experience. Strong MS Office skills are essential. Preferred skills include Trust system experience and Certified Employee Benefits Specialist certificate. Competencies include client service orientation, being personable, a team player, proactive, a problem solver, resourceful, independent, with integrity, good time management, and detail-oriented. Up to 5% travel may be required. Virtual work from home position with specific internet speed requirements. Equal Opportunity Employer.

The Senior Financial Analyst will manage processes related to loans, distributions, and trust accounting, ensuring productivity and quality while training team members and monitoring performance. The role requires handling high-volume processing and reviewing processes according to client requirements.