Trust Analyst, Specialization

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 Trust position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. Section 2: Job Functions, Essential Duties and Responsibilities Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines Prepares trust accounting reports for Clients Supports and completes assigned quality assurance reviews Review non qualifying assets Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues. Ability to successfully integrate information from alliance partners into pension software Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies 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 Bachelor’s degree preferred Minimum of 2 years of advanced math education preferred 3 – 5 years of prior ERISA experience in the retirement industry preferred 3 - 5 years of experience in analysis of financial data required Strong Word, Excel (Advanced), and Outlook skills Strong written and oral communication skills Strong analytical and problem solving skills Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements QKA designation preferred Ability to work additional hours during peak periods Prior experience with plan administration software, i.e. Relius We are proud to be an Equal Opportunity Employer The national average salary range for this role is  40-60k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.  Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.  For more information, please visit careers.ascensus.com/#Benefits. 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