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.
IRA Customer Service Specialist II, Trust Services
🕒 June 10
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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
• Deliver exceptional customer service in all contact interactions • Provide advanced technical and operational assistance to IRA customers • Assist Financial Advisors with IRA onboarding and new plan setup • Process daily transactions including new IRA plans, distribution requests, and payroll contributions • Monitor reports and fix processing errors • Act as a subject matter expert for IRA-related inquiries
🎯 Requirements
• A minimum of 2 years retirement services industry experience • Bachelor’s degree in business preferred • Moderate ERISA knowledge • Technical expertise in Operations • Problem-solving skills • Effective documentation and explanation of solutions • Conflict resolution within the team • Ability to independently make decisions on transactions • Planning for specific tasks • Ability to manage own tasks and conflicting priorities • Initiative to seek additional responsibilities • Regularly participates in projects
🏖️ Benefits
• Health insurance • 401(k) • Paid time off • Professional development
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