Temporary Worker, Trust Service

Job not on LinkedIn

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

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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

• Answer incoming phone calls from clients and participants regarding tax forms • Log returned tax forms in Excel • Maintain accounting controls by following corporate and privacy policies • Respond to and resolve client inquiries in a timely manner • Ensure phone calls are answered and returned forms are logged on schedule • Interact with other internal departments • Assist the Custody Asset Management and Control team with preparing and mailing tax forms • Maintain customer confidence and protect confidential financial information • Perform other related duties as assigned

🎯 Requirements

• Competency in Microsoft Word, Excel, and Outlook • Advanced Excel or Macro skills are a plus • Organizational, verbal, and written communication skills • Ability to multitask, prioritize, and work efficiently while maintaining accuracy • Strong attention to detail • Ability to work independently and be an energetic self-starter • Ability to anticipate work needs and follow through with minimal direction • Excellent grammar, spelling, proofreading, listening, and follow-up skills • Excellent interpersonal and customer service skills • Ability to work under pressure and meet tight deadlines • Professional experience working with confidential and sensitive information

🏖️ Benefits

• Part-time temporary employment • Equal Opportunity Employer • Reasonable accommodations for qualified individuals with disabilities