Job Functions

Essential Duties and Responsibilities

Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients

Provide effective verbal and written communications in a clear, concise and informative manner

Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable

Assist clients initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations

Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan

Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions

Responsible for communicating valuation reports, participant statements and annual testing results to clients

Review or perform, as needed, the annual testing for plans and communicate results with clients

Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable

Accountable for coordinating work performed by FuturePlan operations on behalf of their client(s) in support of Audit requirements.

Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)

As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business

Assist with other tasks and projects as assigned

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

Bachelors degree preferred

3-5 or more years ERISA experience in the retirement industry

Experience in analysis of financial data required

Experience in Relius and / or ASC software is highly desirable

Strong Word, Excel, 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

Ability to effectively plan and assign work and supervise support staff

We are proud to be an Equal Opportunity Employer