Onboarding Consultant

Job not on LinkedIn

🔥 14 hours ago

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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

• Manage the overall onboarding process for newly sold retirement plans, including start-up plans and takeovers • Manage client and advisor expectations and meet service timelines • Perform quality control and assurance for plan conversions and account transitions • Manage caseloads to meet departmental quality and timeliness goals • Communicate roles and onboarding progress to clients, advisors, and internal departments • Coordinate review and completion of implementation and onboarding documents • Update workflow systems or status reports on onboarding activities and progress • Train and assist clients with client tasks and issue resolution • Ensure internal departments complete tasks by scheduled due dates • Escalate client issues, onboarding delays, and potential service or financial risks • Participate in solution teams for new and enhanced services • Educate clients and financial advisors about ongoing administrative services • Hand off completed onboarding cases to service consultants, including open issues • Protect and properly handle confidential FuturePlan and client data • Assist with other tasks and projects as assigned

🎯 Requirements

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience • Proficiency in MS-Office software applications, including Excel and Word • 1-3 years of industry experience in financial services or retirement services environment is preferred • Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred • Basic level knowledge of ERISA, DOL and IRS regulations, and plan documents • Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency • Excellent written and oral communication skills • Computer literacy with recordkeeping systems and trust systems; and experience with plan reconciliations • Excellent analytical abilities, attention to detail, accuracy and problem-solving ability • Ability to work in a team environment • Ability to react to change productively and handle other essential tasks as assigned • Ability to work well under pressure with multiple priorities and deadlines • Ability to make dependable judgments concerning issues with potential financial and client relations liabilities • Strong facilitation, negotiation, and conflict resolution skills • Ability to escalate issues to appropriate levels within an organization • Ability to work additional hours as necessary to meet business needs

🏖️ Benefits

• Full-time employment • Ascensus training sessions and continuing self-study