Technical Lead, Document Services

🔥 7 horas atrás

🌪️ Kansas, Minnesota, +2 estados a mais – Remoto

🌪️ Kansas – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote

⏰ Tempo Integral

🟠 Sênior

🧑‍💻 Engenheiro Full-stack

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

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O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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Ascensus

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 2000

💼 Consultoria

🛡️ Seguros

💸 Finanças

💰 Secondary Market em 2019-02

Consulting • Insurance • Finance

A Ascensus é uma empresa que valoriza seus colaboradores e enfatiza uma cultura guiada por princípios como integridade, qualidade e compromisso com altos padrões. Ela oferece serviços de administração e manutenção de registros, focando em ajudar indivíduos a alcançarem aposentadorias financeiramente seguras e garantir educação de qualidade para crianças. A Ascensus é dedicada à diversidade, inclusão e igualdade de oportunidades, tornando-se um local gratificante para trabalhar. A empresa também oferece uma ampla gama de benefícios aos seus funcionários, incluindo refinanciamento de empréstimos estudantis e programas de vida saudável.

Descrição

• Participate in product, project, and workflow initiatives as a Subject Matter Expert for Document Services roles • Proactively manage components of the plan document process to ensure timely and accurate delivery of plan document packages for employer signature • Handle automated/mass processes for the Document Services team and identify and implement additional automation opportunities • Act as Subject Matter Expert in project/product meetings and assist with documentation and training • Participate in working through changes needed for document processes • Provide specific training and coordinate updates to procedural documentation • Manage all elements of plan document events and tasks, including detailed needs assessment review, service definition, and coordination with multiple parties • Collaborate with leadership and team members to continuously improve and automate document processes • Provide input to leadership on client issues and weekly/monthly reports • Proactively escalate potential risks affecting service satisfaction or financial liability • Mentor and coach Document Services staff and provide one-on-one and group training • Facilitate process improvement initiatives, including analysis, testing support, quality controls, and procedural documentation • Protect, secure, and properly handle confidential Ascensus and client data • Assist with other assigned tasks and projects • Design and supervise automated document processes • Manage 3–5 document projects with established timelines and/or budgets

🎯 Requisitos

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience • Minimum of 3 years of industry experience in retirement services environment including client services experience • Strong knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype) • Strong presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency • Excellent written and oral communication skills • Computer literacy with recordkeeping systems and trust systems; experience with plan document generation systems preferred • Proficiency in MSOffice software applications, specifically Word, Excel, Access, and Visio • Strong analytical and problem resolution skills • Ability to work in a team environment to ensure common goal of providing exceptional customer service • Ability to work well under pressure with multiple priorities and deadlines in a high stress environment • Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company • Must possess strong facilitation, negotiation, and conflict resolution skills • Ability to escalate issues to appropriate levels within an organization • Ability to facilitate meetings to obtain feedback and information and document findings

🏖️ Benefícios

• No explicit benefits listed • Equal Opportunity Employer

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