Ascensus
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The NQ Plan Administrator is responsible for implementing, tracking, and maintaining non-qualified benefit plan accounts for clients. This role involves liaising with various stakeholders, responding to inquiries, and ensuring accurate recordkeeping for plans assigned.
The Manager (Actuary) will lead a team to ensure excellent customer service, transition work from onshore, and manage team activities. Responsibilities include preparing valuation data using Excel and ProVal, conducting gain/loss analyses, and preparing detailed reports while coordinating closely with other managers.
The Senior Relationship Manager manages large, complex accounts for Newport, collaborating with sales to develop strategies for new business opportunities. Responsible for client relationships, compliance, service deliverables, billing, and asset management. This role includes client advocacy, project coordination, and mentoring junior staff.
The Senior Consultant at Newport is responsible for managing nonqualified and COLI case work, coordinating evaluations for prospective clients, fostering client relationships, conducting training, and ensuring compliance documentation is completed. This role requires significant industry experience and focuses on delivering excellent client service.
The Defined Benefit Consultant serves as an expert on defined benefit and contribution plans, providing support related to ERISA compliance, plan design, and reporting. Responsibilities include client interaction, preparing necessary documents, and ensuring timely compliance with IRS and Department of Labor regulations, while delivering exceptional customer service and maintaining industry knowledge.
The Communications Specialist will craft internal communications, support executive communication strategies, and engage with the FuturePlan organization. Responsibilities include managing editorial processes, producing written materials, and ensuring the effective dissemination of messages while fostering relationships within the company.
The Senior Graphic Designer will visualize the company story through advanced design techniques, collaborating with teams to create compelling visuals for marketing initiatives. Responsibilities include managing multiple projects, leading design strategy, reviewing works by other designers, and ensuring adherence to brand standards.
The AI Strategy Analyst will support Ascensus' Transformation team by conducting market research and analysis to develop AI use case frameworks and governance. They will prioritize AI use cases and define KPIs for value realization, aiding the establishment of AI strategies and governance within the organization.
The Senior Product Owner will lead the roadmap and execution for key programs, prioritize backlog, engage with customers, collaborate with Scrum teams, manage complex projects, and drive innovative solutions while establishing performance goals and monitoring KPIs.
The Client Relationship Manager serves as a key resource for plan sponsors and financial advisors, handling ERISA compliance, plan design, and governmental reporting. Responsibilities include exceptional customer service, mentoring, assisting with IRS and DOL regulations, completing payroll processes, and ensuring compliance through careful reporting and documentation. This role involves communication with clients and internal teams to manage accounts and provide accurate documentation and reports.
The Legal Operations Coordinator enhances the efficiency of legal processes and operations, manages contracts and legal documents, and supports internal stakeholders. This role requires attention to detail, organization, and a proactive approach to compliance and operational excellence.
The Actuary at Nyhart will manage funding, accounting, and compliance for pension plans, prepare deliverables, review calculations per regulations, oversee statements, and assist in client communications and project management.
The Senior Compliance Analyst supports various Ascensus regulated entities by developing and supervising compliance programs, monitoring policies, preparing regulatory filings, and ensuring adherence to specific laws and regulations. The role requires proactive identification of process improvements and effective communication across departments while managing multiple tasks in a dynamic environment.
The Mail Operations Representative provides high-quality services to 529 plans by managing mail requests. Responsibilities include sorting mail, preparing financial vouchers, using document capture software, and ensuring confidentiality of client data. The position requires strong communication, organizational skills, and the ability to work under pressure in a team environment.
The Content Specialist is responsible for developing and executing marketing content across various channels, focusing on enhancing user experience and driving business growth. This includes crafting effective messaging, managing communications, and collaborating with stakeholders to create engaging content that converts leads into loyal clients.
The Sr Financial Analyst will conduct financial analysis, assist in preparing the annual budget, and prepare profitability studies for various business segments while maintaining confidentiality. The role includes monthly reporting and ad hoc analysis, balancing multiple projects, and collaborating with business leaders and senior finance.
The Qualified Relationship Manager provides proactive service and communications to retirement plan clients, ensuring client support and satisfaction. Key duties include interpreting plan documents, providing calculations and fund information, assisting in plan compliance testing, resolving client inquiries, and facilitating web-based applications. The role emphasizes strong relationship management, effective communication, and organizational skills in a fast-paced environment.
As a Relationship Manager, you will serve as the primary contact for high-profile institutional accounts, delivering specialized trust and fiduciary services. Key responsibilities include account onboarding, client communications, overseeing transaction processes, and coordinating with internal teams for comprehensive service delivery.
The Media Output Analyst coordinates mailings for Ascensus College Savings, managing vendor relationships and overseeing production processes. Responsibilities include drafting requirements documents, managing project timelines, and ensuring accurate mailings. The role requires effective communication with clients and vendors, as well as quality assurance for print outputs.
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.