Plan Administrator

AscensusCharlotte, NC
1d

About The Position

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Job Summary : NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients’ corporate non-qualified plans. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions . Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions. Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned. Facilitate daily transactional activity with the Trustee and trading desk. Serve as initial escalation point for participant call center inquires, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data. Management Responsibilities None

Requirements

  • Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience.
  • 2+ years’ experience working in a related position in the retirement services sector.
  • Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe.
  • Have the ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations.

Nice To Haves

  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.

Responsibilities

  • Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
  • Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned.
  • Facilitate daily transactional activity with the Trustee and trading desk.
  • Serve as initial escalation point for participant call center inquires, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service