Roles & Responsibility:
Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement.
Should be responsible for training team members, setting strategy and monitoring progress towards goal.
Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.
Delivering the set expectations in terms of key business metrics like productivity, volume count and quality.
Functions include – only processing the above-mentioned processes.
Apart from processing, the team member should be able to Review Process.
Ability to accurately process high volume within the specified time frame.
Education and experience:
Graduate / Postgraduate in Finance/Accounting background
Proven track record of working effectively in flexible work environment in a result-oriented approach
Skill Requirement:
Should have communication skills, Problem solving and analytical skills
Basic MS Office knowledge and preference to good working knowledge of Excel
Must be able to adapt the assignments quickly
Flexibility in work culture (should be flexible in Day/Night shift based on business requirement)
Good Knowledge in Reconciliation concepts
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Skills Required
- Graduate or Postgraduate in Finance or Accounting
- Experience processing loans, distributions, census, trust accounting, packaging, Form 5500, valuation imports
- Ability to train team members, set strategy, monitor progress
- Ability to review processes and ensure quality
- Ability to accurately process high volume within timeframes
- Proven track record working effectively in a flexible, result-oriented environment
- Communication, problem solving, and analytical skills
- Basic MS Office knowledge
- Good working knowledge of Excel
- Good knowledge of reconciliation concepts
- Flexibility to work day or night shifts based on business requirements
Ascensus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.
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Flexible Benefits — Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
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Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
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Parental & Family Support — Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.
Ascensus Insights
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.
