Teams at Ascensus

Processes defined contribution retirement-plan transactions including loans, distributions, census, trust accounting, packaging, Form 5500, valuation imports, and reconciliations. Reviews processes, meets productivity and quality targets, handles high-volume work accurately, trains team members, monitors progress, and supports strategy execution. Requires finance or accounting education, analytical and problem-solving skills, Excel proficiency, communication skills, and flexibility for day or night shifts.

Processes defined contribution retirement plan transactions, including loans, distributions, census, trust accounting, packaging, Form 5500, valuation imports, and reconciliations. Reviews processes, maintains productivity and quality targets, trains team members, monitors progress, and handles high-volume work accurately within deadlines. Requires flexibility across day and night shifts, strong communication, analytical and problem-solving skills, and proficiency with Excel and basic Microsoft Office.

Serves as the Document Services subject matter expert for retirement plan document processes. Manages document events, automated and mass-processing workflows, projects, quality controls, reporting, and process improvements. Coordinates stakeholders, supports testing and implementation, trains and mentors staff, escalates risks, and ensures accurate, timely delivery of plan document packages. Requires retirement services industry knowledge, familiarity with ERISA, DOL and IRS regulations, strong client service and communication skills, analytical abilities, and proficiency with Microsoft Office applications.