Transaction Specialist

Ascensus

3d • $45,000 - $50,000

About The Position

FiduciaryxChange, recently integrated as part of Ascensus, is dedicated to reducing the risk and administrative burden of adhering to ERISA guidelines. Our suite of flexible and comprehensive fiduciary services helps 401(k) plan sponsors, advisors and administrators effectively meet their obligations. Led by experienced professionals, we uphold a Prudent Expert Standard of Care and offer specialized services such as Pooled Employer Plans, 402(a) Named Plan Fiduciary Services and 3(16) Plan Administrator support.
This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs, RMDs, and In-service distribution. They will follow a 7 step protocol to make sure the transaction is accurate and to prevent fraud. The position requires direct contact and interaction with participants.

Requirements

• Bachelor's or Associate Degree
• At least 2 years of qualified plan experience
• Bilingual in English and Spanish
• Strong interpersonal skills
• Excellent oral and written communication skills
• Ability to organize, prioritize, and manage multiple tasks within established timeframe
• Excellent analytical and critical thinking skills
• Exceptional skills in Microsoft Office Suite, Excel, preferred.

Nice To Haves

• Qualified plan document experience would be a plus
• Being familiar with Microsoft Word and Adobe Acrobat a plus.

Responsibilities

• Completes participant transaction requests
• Responds to Plan Sponsor questions or co-ordinates with service providers
• Maintains the ATCSF Ad min system contact changes
• Ongoing daily monitoring of support and team emails
• Assists in overseeing plan sponsor service requests
• Completes annual and interim notices and disclosures
• Assist with Audit and YE Compliance Data Collection
• Force out monitoring and processing

Benefits

• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree