Ascensus
5001 - 10000 employees
Founded 2000
💼 Consulting
🛡️ Insurance
💸 Finance
💰 Secondary Market on 2019-02
Consulting • Insurance • Finance
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.
ERISA Consultant
🕒 July 7
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Ascensus
5001 - 10000 employees
Founded 2000
💼 Consulting
🛡️ Insurance
💸 Finance
💰 Secondary Market on 2019-02
Consulting • Insurance • Finance
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.
📋 Description
• Provide consulting services to internal and external clients, client’s attorneys and CPAs • Conduct Peer Call Reviews and provide feedback to colleagues • Conduct presentations and technical training • Develop advanced training modules • Draft and update retirement plan documents and notices • Conduct compliance audits and perform fee-for-service engagements • Execute research projects and write industry articles • Mentor Consultant (Level 2)
🎯 Requirements
• Bachelor’s degree in business, finance, accounting, or a related field • 5 years of Ascensus experience or 7 years industry experience • CFP, CTFA, CFA, CEBS preferred • Software proficiency in Outlook and MS Office (Word, Excel, Power Point, Teams), basic proficiency in Access • Excellent client service, interpersonal skills, professional demeanor, and positive attitude
🏖️ Benefits
• Continuing Education • Health insurance • Flexible working hours
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