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.
Section 1: Position Summary
Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner.
Section 2: Job Functions, Essential Duties and Responsibilities
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus 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.
- Assist with other tasks and projects as assigned
- Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service
- Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.)
- Assist administrator with data entry such as contribution and enrollment processes as needed.
- Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust.
- Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents.
- Provide back up to office receptionist (office duties) as needed.
- Deliver daily outgoing mail to mailbox.
- Pick-up incoming mail daily from mailbox.
- Provide clerical back up support for Benefit Trust Services team members
- Assist in mass mail projects
- Miscellaneous errands (post office, bank, etc.)
- Meet all quality, productivity, and turnaround goals
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- Learn functions of Benefit Trust Services administration
- Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations
- Effective oral and written communication skills
- Organization and prioritization skills
- Software Skills: MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc.
- Online portals for Insurance Carriers
- Bank Deposit Machines (WF CEO, CB&T, Union Bank etc)
- Detail orientation
- Ability to work independently
- Effective Interpersonal skills
- Demonstrates initiative
- Good judgment
- 1 – 2 years office experience
We are proud to be an Equal Opportunity Employer
The national average salary range for this role is $20-$22 per hour in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
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.
Top Skills
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
