Manager, FuturePlan

🕒 il y a 5 jours

🌽 Illinois, Massachusetts, +2 états de plus – Distant

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💵 $85 000 - $110 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

👔 Manager

🦅 Parrain de Visa H1B

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👻 Score fantôme 0%

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🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Ascensus

Ascensus

5001 - 10000 employés

Fondée en 2000

💼 Conseil

🛡️ Assurance

💸 Finance

💰 Secondary Market en 2019-02

Consulting • Insurance • Finance

Ascensus est une entreprise qui valorise ses collaborateurs et met l'accent sur une culture guidée par des principes tels que l'intégrité, la qualité et un engagement envers des normes élevées. Elle fournit des services administratifs et de tenue de dossiers, se concentrant sur l'aide aux individus pour atteindre une retraite financièrement sûre et pour garantir une éducation de qualité aux enfants. Ascensus s'engage pour la diversité, l'inclusion et l'égalité des chances, en offrant un environnement de travail gratifiant. L'entreprise propose également un large éventail d'avantages à ses employés, y compris le refinancement des prêts étudiants et des programmes de vie saine.

Description

• Manage a staff of Consultants and Assistants delivering retirement plan services to plan sponsors, brokers/agents and financial partners • Maintain service standards and an environment promoting achievement and professional growth • Protect, secure, and properly handle confidential Ascensus data • Motivate, lead, support, and train team members to provide excellent customer service • Participate in hiring by conducting interviews and evaluating candidates • Provide periodic performance feedback and complete performance planning, updates, and annual appraisals • Coordinate processes and procedures with other managers • Participate in leadership meetings, associate meetings, project activities, and annual planning • Monitor service levels, phone activity, associate productivity, and metrics • Plan and organize workflow to meet service commitments • Produce weekly/monthly production metrics reports • Develop staffing strategies to allocate resources according to business needs and client service objectives • Coordinate training and instruction for new associates • Develop staff industry knowledge, business skills, and professional development • Develop workflow alternatives, recommend process improvements, and help implement changes • Perform other duties and special projects as assigned

🎯 Exigences

• Bachelors Degree required • Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred • 3-5 years supervisor/managerial industry experience • 7-10 years overall industry experience • Proficiency with Microsoft Office • Comprehensive knowledge of retirement plans and the services provided by Ascensus Consulting including Compliance and Recordkeeping services • Excellent analytical and problem solving skills • Ability to work well under pressure with multiple priorities and deadlines • Strong Interpersonal Skills • Polished Presentation Skills • Excellent Written and Oral Communication Skills • Excellent Conflict Resolution Skills • Proven Project Management Skills • Superior Coaching and Mentoring Skills • Superior Time Management Skills • Ability to travel, if needed

🏖️ Avantages

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off • EEO employer M/F/D/V

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