Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Provides pro-active service and communications to retirement plan clients. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy.
ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
• Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request
• Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships
• Responsible for interpreting plan documents for client plan administration.
• Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds
to requests for specialized reports
• Assists plan sponsor and intermediaries on the utilization of web-based applications and delivers web demonstrations for financial advisors and plan sponsors.
• Works with clients to correct and fund payroll items and manages distribution requests.
• Coordinates plan compliance testing with the compliance team.
• Participates in sales finals presentations and promotes cross-sell opportunities as needed
SUPERVISORY RESPONSIBILITIES (NONE)
REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS
• Bachelor’s degree in business related filed or combination of education and industry experience
• 3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k)
environment, 403b or IRA areas
• Strong MS Office Skills with an emphasis in Excel
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE
• Preferred ASPPA or CEBS
COMPETENCIES
• Thrives in a fast-paced environment
• Embraces personal growth and wants to be challenged in deadline-driven and multi-component environment
• Excellent communication skills both written and verbal
• Builds collaborative relationships
• Effective time management and organization skills
• Demonstrates initiative
• Forward thinking
• Fosters teamwork
• Results drive/oriented
TRAVEL: 10%.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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.
Skills Required
- Bachelor's degree in business or equivalent combination of education and industry experience
- 3-5 years experience in Retirement Services (401(k), 403b, or IRA)
- Strong Microsoft Office skills with emphasis in Excel
- ASPPA or CEBS certification
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.
-
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.
-
Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
-
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.
