Processes defined contribution retirement-plan transactions including loans, distributions, census, trust accounting, packaging, Form 5500, valuation imports, and reconciliations. Reviews processes, meets productivity and quality targets, handles high-volume work accurately, trains team members, monitors progress, and supports strategy execution. Requires finance or accounting education, analytical and problem-solving skills, Excel proficiency, communication skills, and flexibility for day or night shifts.
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Roles & Responsibility:
- Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement.
- Should be responsible for training team members, setting strategy and monitoring progress towards goal.
- Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.
- Delivering the set expectations in terms of key business metrics like productivity, volume count and quality.
- Functions include – only processing the above-mentioned processes.
- Apart from processing, the team member should be able to Review Process.
- Ability to accurately process high volume within the specified time frame.
Education and experience:
- Graduate / Postgraduate in Finance/Accounting background
- Proven track record of working effectively in flexible work environment in a result-oriented approach
Skill Requirement:
- Should have communication skills, Problem solving and analytical skills
- Basic MS Office knowledge and preference to good working knowledge of Excel
- Must be able to adapt the assignments quickly
- Flexibility in work culture (should be flexible in Day/Night shift based on business requirement)
- Good Knowledge in Reconciliation concepts
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.
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