Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services—and we pride ourselves in being responsive, honest, and personable. Section 1: Position Summary The Senior Trust Associate is part of the Processing team. This position is responsible for processing a variety of transactions in a timely manner into the correct accounts, with the correct tax codes and transaction details. The types of transactions include processing incoming deposits, outgoing disbursements or asset purchases, adjustments of account holdings, and escrow disbursements. Section 2: Job Functions, Essential Duties and Responsibilities Process high volumes of transactions daily accurately and efficiently Review documentation and process transactions based off specific client instructions Ensure transactions are coded correctly for tax reporting purposes Handle general inquiries from coworkers, clients, or agents Maintain knowledge on current processes, procedures, and IRS regulations 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. Section 3: Experience, Skills, Knowledge Requirements Bachelor’s degree preferred or equivalent financial services work experience. CIS I, CIS II, CIP, CISP or equivalent participation in industry specific education or certification courses Advanced Word, Excel (Expert level), and Outlook skills Advanced written and oral communication skills Advanced understanding and knowledge of all retirement plan types Analytical and problem-solving skills. Demonstrated attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including system and transaction matters. Ability to effectively plan and assign work and supervise support staff. Leverages extensive retirement knowledge to consult and resolve pressing client issues. Provide management reporting as required. The I-Client philosophy and the 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. We are proud to be an Equal Opportunity Employer 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. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress