Hybrid Trust Analyst – Specialization

Posted 3 weeks ago

Apply now

About the role

  • 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

Trust Analyst – Specialization

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job