Financial Operations Associate

🔥 2 hours ago

🐊 Florida, North Carolina, +3 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Ascensus

WebsiteLinkedInAll Job Openings

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

• Responsible for day-to-day handling of various financial operations activities including quarterly automated Recordkeeping, RIA, and TPA payment processing and distribution. • RIA database oversight and management. • Government Savings billings, Managed accounts, Newport Insurance tasks, SubTA billing. • AFCA deposit and Fee equalization process. • Owner of the quarterly and monthly automated RIA & TPA fee process, including payment processing and error resolution. • Maintenance and compliance of Credit Memo and RK Loss databases. • Monthly allocation of fund revenue into plan holding accounts and managing participant fee equalization process. • QC quarterly wrap fee calculation. • Create invoices and post outgoing wires.

🎯 Requirements

• PC skills in Excel, Word, and PowerPoint. • Access a plus. • Strong written and verbal communication skills. • Ability to handle multiple priorities. • Bachelor’s degree in accounting or finance preferred.

🏖️ Benefits

• The company promotes a strong culture of people matter, quality first, and integrity always.