Trust Analyst

April 6

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

+1 more states

🐊 Florida – Remote 🌲 North Carolina – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

🦅 H1B Visa Sponsor

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Ascensus

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Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• Trust position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. • 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. • Assist with other tasks and projects as assigned

🎯 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