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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 IRA Customer Service Specialist II position is responsible for delivering exceptional customer service that exceeds customer expectations in all contact interactions.
This position requires an advanced level of Traditional, Roth, and SEP and SIMPLE IRA knowledge and is responsible for providing front-line call center and operational process and sales support to Financial Advisors, Employers, and IRA Owners.
The IRA Customer Service Specialist II works with Financial Advisors to set up new IRA plans, assists Employers with submitting payroll contributions, and helps IRA Owners complete and submit applications, distribution requests and web based transactions.
The IRA Customer Service Specialist II is also responsible for daily transaction processing including setting up new IRA plans, initiating and or verifying distribution requests, processing payroll contributions, and following up on errors and other issues as they arise.
Section 2 : Job Functions, Essential Duties and Responsibilities
Supervision
None
Section 3 : Experience, Skills, Knowledge Requirements
Demonstrates ability to confidently explain and / or document complex processes in a clear and easy to understand manner.
Required to influence and gain cooperation from others (including clients / partners).
Technical Knowledge - Moderate ERISA knowledge or job specific technical knowledge regarding abandoned plan regulations.
Demonstrates technical expertise in more than one area within Operations and has functional knowledge of other areas within Operations.
Problem Solving - Identifies and solves complex problems for a variety of processes with no clear resolution. Consistently takes ownership of problems.
Able to effectively document / explain solution.
Understands process flows related to their department in depth and can effectively communicate them.
Organized so that specific items can consistently be retrieved quickly.
Time Management / Prioritization - Works most efficiently with a pre-defined schedule or set of existing priorities, but able to be effectively flexible if a situation calls for it.
Needs assistance dealing with conflicting priorities. Responsibility to manage own tasks.
Work Style - Works well independently on specific tasks. Requires some direction in more complicated or out of the box tasks.
Able to develop and maintain rapport with others, demonstrates sensitivity and respect for others.
Initiative / Work Ethic - Proactively sets daily responsibilities to ensure deliverables are met. Proactively seeks out opportunities for additional responsibilities.
We are proud to be an Equal Opportunity Employer
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Last updated : 2024-05-23
Full Time
Investment Management
$73k-91k (estimate)
05/24/2024
08/22/2024
ascensus.com
ENCINO, CA
500 - 1,000
1980
DANIEL KRAUITZ
$500M - $1B
Investment Management
Ascensus helps millions of people save for what mattersretirement, education, and healthcare. Were also one of the savings plan industrys 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.
The job skills required for Trust associate include Planning, Customer Service, Problem Solving, Leadership, Initiative, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust associate positions, which can be used as a reference in future career path planning. As a Trust associate, it can be promoted into senior positions as a Trust Officer III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust associate. You can explore the career advancement for a Trust associate below and select your interested title to get hiring information.