Technical Lead, Retirement Document Services

🔥 14 hours ago

🌪️ Kansas, Pennsylvania – Remote

🌪️ Kansas – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

🧑‍💻 Full-stack Engineer

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 1 day.
• Jobs at this company usually fill in 24 days.
• No salary listed.

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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

• Act as Subject Matter Expert for Document Services in project/product meetings and assist in documentation and training • Participate in working through changes needed for document processes • Provide specific training • Coordinate needed updates to procedural documentation • Manage all elements of plan document events and tasks, including detailed needs assessment review, service definition, and coordination with multiple parties • Collaborate with leadership and team members to continuously improve and automate document processes • Provide input to leadership on client issues and weekly/monthly reports • Proactively escalate potential risks affecting service satisfaction or financial liability • Mentor and coach Document Services staff and provide one-on-one and group training • Facilitate process improvement initiatives, including analysis, testing support, quality controls, and procedural documentation • Protect, secure, and properly handle confidential Ascensus and client data • Assist with other tasks and projects as assigned • Design and supervise automated document processes • Manage 3–5 document projects with established timelines and/or budgets

🎯 Requirements

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience • Minimum of 3 years of industry experience in retirement services environment including client services experience • Strong knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype) • Strong 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 document generation systems preferred • Proficiency in MSOffice software applications, specifically Word, Excel, Access, and Visio • Strong analytical and problem resolution skills • Ability to work in a team environment to ensure common goal of providing exceptional customer service • Ability to work well under pressure with multiple priorities and deadlines in a high stress environment • Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company • Must possess strong facilitation, negotiation, and conflict resolution skills • Ability to escalate issues to appropriate levels within an organization • Ability to facilitate meetings to obtain feedback and information and document findings

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