Section 1: Position Summary
Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide timely and accurate processing of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. The role also involves a deep understanding of operational workflows as it relates to the individual role and the organization as a whole.
Section 2: Job Functions, Essential Duties and Responsibilities
- Timely and accurately process and audit client contributions including checks, wires, and ACHs
- Research and report on late contributions by plans
- Handle time sensitive or escalated Department of Labor requests
- Process excess residual funds back to applicable parties
- Perform reconciliation of daily investment, liquidation, and transfer activity and following up on exceptions in an expedited manner
- Use workflow management systems to support transaction processing and referrals from other departments
- Follow up with clients/partners/vendors regarding transaction exceptions
- Provide management reporting as required
- Participate in audit or quality control activities
- Achieve SLA's, and work with other departments to increase interdependency awareness
- Visualize the big picture and understand details to achieve a desired outcome
- 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
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- Bachelors degree in Accounting, Business Administration, Mathematics, or equivalent financial services work experience
- Prior participation in industry specific education or certification courses
- Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner
- Able to prioritize and meet deadlines
- Self directed with ability to take initiative
- Good interpersonal skills
- Work closely with others in a team setting
- Strong math skills
- Excellent attention to detail and ability to proof
- Software Skills: Access, MS Office 2007 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat
- Promote a positive and professional working environment
- Knowledge of effective research methods including the Internet, eResource, and other IRA systems.
We are proud to be an Equal Opportunity Employer
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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.
