Senior Fulfillment Analyst at Rich's managing fulfillment and supply chain processes. Leveraging analytics and collaboration to enhance customer service and inventory efficiency.
About the role
- Trust Analyst specializing in retirement industry compliance and operational trust issues. Engaging with Plan Consultants to ensure timely resolution and analysis of financial data.
Responsibilities
- Trust position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
- Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles
- Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials
- Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans
- Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines
- Prepares trust accounting reports for Clients
- Supports and completes assigned quality assurance reviews
- Review non qualifying assets
- Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues.
- Ability to successfully integrate information from alliance partners into pension software
- Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Requirements
- Bachelor’s degree preferred
- Minimum of 2 years of advanced math education preferred
- 3 – 5 years of prior ERISA experience in the retirement industry preferred
- 3 - 5 years of experience in analysis of financial data required
- Strong Word, Excel (Advanced), and Outlook skills
- Strong written and oral communication skills
- Strong analytical and problem solving skills
- Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
- Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
- QKA designation preferred
- Ability to work additional hours during peak periods
- Prior experience with plan administration software, i.e. Relius
Benefits
- We are proud to be an Equal Opportunity Employer
Job title
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Not specified
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