Onboarding Consultant

🔥 15 hours ago

🐊 Florida, Pennsylvania, +1 more states – Remote

🐊 Florida – Remote 🔔 Pennsylvania – Remote 🤠 Texas – 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.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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-ups and takeovers • Manage caseloads to meet departmental service goals and quality/timeliness standards • Communicate roles and onboarding progress to clients, advisors, and internal departments • Coordinate implementation and onboarding documentation for plan installation • Update workflow systems or status reports on onboarding activities and progress • Train and assist clients with completing tasks and resolving issues • Ensure internal departments complete tasks by scheduled due dates • Escalate client issues, onboarding delays, risks, and potential financial liabilities • Participate in solution teams defining onboarding processes for new and enhanced services • Educate clients, financial advisors, financial partners, and professionals on administrative services and qualified plan information • Provide hand-off to service consultants, including identification of open issues • Protect, secure, and properly handle confidential FuturePlan and client data • Assist with other assigned tasks and projects

🎯 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; 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 in a fast paced environment • 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

• No explicit benefits listed • Full-time employment