Senior Plan Document Compliance Specialist

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $60k - $80k / year

⏰ Full Time

🟠 Senior

🚔 Compliance

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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

• Review plan documents for new clients to ensure compliance standards are met. • Provide consultation on plan design during design call. • Prepare initial document package which includes policies, forms, and notices as needed. • Input document information in CRM. • Support client calls as needed to explain any plan document issues. • Maintain and update instructions, checklists and plan design grids. • Show initiative to be a leader in the department. • Demonstrate the ability to problem solve, research, and resolve complex issues that may arise. • Take a lead role in process improvements and projects that extend across internal partners and upper management. • Coordinate ongoing education/training for other team members, as needed. • Quality review peer documents, policies, and forms prior to client distribution. • Transition all plan types and products in New Business (DC, DB, NQ). • Quality review Amendments, etc. drafted by Ongoing Document Team, as well as from Sales and Transition Consultants. • Provide document and compliance support to internal partners (Sales, Relationship Managers, Distribution Specialists). • Support/lead departmental initiatives and projects • Perform consistent above average review ratings • Perform other duties as assigned.

🎯 Requirements

• 4 Year / Bachelors Degree • College degree or relevant work experience. • QKA (Qualified 401 (k) Administrator) designation preferred • Minimum of 10 years of plan document related experience required.

🏖️ Benefits

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off • Other rewards and benefits