Intern, FuturePlan

Ascensus•Westwood, NJ

About The Position

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Job Description The intern role is designed to give students the opportunity to apply classroom theory to "real world" situations thus enhancing the students' academic and career goals. Practical experience via a program project allows a student to gain knowledge and develop transferable skills, including researching, writing, organizing data, and presenting. Interns are assigned to specific teams with defined responsibilities and may be involved in a program project involving other interns. Administrative responsibilities make up a small part of the position as well.

Requirements

Business, Finance, Economics, Accounting, History majors preferred but not limited to these areas of study, with proficiency in Microsoft Office applications
Strong excel skills, including Macros, Vlookup & Pivot table a must
Attention to detail, the ability to multi-task
Excellent communication skills (written and verbal)
Ability to analyze data
Commitment to quality and focus on data/research integrity.
Comfortable with learning systems, spreadsheets etc related to primary internship assignment
Analytical and problem resolution skills
Ability to work independently with minimal direct supervision
Must be detail oriented and be able to work well under pressure with multiple priorities and deadlines.

Responsibilities

Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Partner with team mentor for day to day assignments to meet deadlines and deliverables related to projects and or weekly goals
Demonstrate the highest level of professionalism, which includes arriving on time for designated work, notifying your leader of any deviations from the established schedule, and dressing to the standards of the organization and the work being performed.
Adherence to the organization's policies and procedures
Communicating effectively with peers, leaders, assigned program mentor, and all associates within the organization; accept and apply critiques and suggestions to daily work in an effort to become more productive and/or efficient
Partnering with project team members (if applicable) on research, development, and final presentations on project finding and recommendations for the overall success of the experience