Financial Operations Associate

🔥 14 hours ago

🐊 Florida, North Carolina, +2 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote ❄️ Minnesota – Remote 🤠 Texas – Remote

💵 $64k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Handle day-to-day financial operations activities • Process and distribute quarterly automated Recordkeeping, RIA, and TPA payments • Oversee and manage the RIA database • Manage Government Savings billings • Handle Managed Accounts, Newport Insurance, SubTA billing, AFCA deposits, and fee equalization processes • Own quarterly and monthly automated RIA and TPA fee processes, including payment processing, error and variance correction, trade confirmation, and payment instruction delivery to the Trust • Respond to and resolve RIA and TPA issues, questions, and inquiries • Coordinate custom reporting and delivery of RIA information to firms • Submit RK HD tickets for fee enhancements, research, and reporting • Maintain and ensure compliance of Credit Memo and RK Loss databases according to the Table of Authority • Oversee Managed Account and Fiduciary service product processes • Allocate monthly fund revenue, including SubTA and 12b1s, into plan holding accounts and manage participant fee equalization • Perform quality control of quarterly wrap fee calculations • Create invoices and post outgoing wires using journal entries for Government Savings contracts • Reconcile billed revenue, insurance, and mutual fund commissions • Coordinate monthly or quarterly payments to third parties • Perform dashboard reporting and quality control of RIA payments • Work with Strategic Business Consultant and client service teams to resolve questions and support advisor payment experience • Prioritize and balance multiple projects concurrently • Assist with other assigned tasks and projects • Demonstrate Ascensus's service philosophy and core values in daily actions

🎯 Requirements

• PC skills in Excel, Word, and PowerPoint • Microsoft Access is a plus • Strong written and verbal communication skills • Ability to handle multiple priorities • Bachelor's degree in accounting or finance preferred • For virtual remote positions, an uninterrupted virtual workspace is required • Family care must be in place during business hours for virtual remote positions • Internet work speed of 25 Mbps or better for individual use • Stronger internet connection required when multiple people share the connection • For call center roles, equipment must be hardwired to the router or workstation must be close to the router

🏖️ Benefits

• Remote work option • Uninterrupted virtual workspace requirement for remote positions • Family care expected to be in place during business hours for remote positions • Internet work speed requirement of 25 Mbps or better for individual use • Hardwired equipment or workstation close to router for call center roles • Equal Opportunity Employer