Processing Specialist

🔥 15 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

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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

• Confirms participant vesting and vested account balances • Verifies documentation and information for all distributions and posts distributions into systems; updates participant personal and election data as needed • Manages plan features and database rules to ensure 409A compliance • Communicates with the internal client service team or relationship contacts to identify and prioritize issues that need immediate attention • Adjusts file layouts to the correct format for processing; manages and processes scheduled withdrawal requests. • Provides assistance to management and departmental teams for all projects as needed • Coordinates details, creates records, and follows up on replies relating to special projects as directed • Assists in streamlining processes.

🎯 Requirements

• High school education • Must be able to work a 7am - 4pm shift at least one day of the week. • Bachelor's degree (B.A.) in economics, accounting or finance from a four-year college or university, or related work experience (preferred but not required) • Intermediate Excel, Word, and Access skills

🏖️ Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. • Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options