Trust Administrative Support Clerk
About The Position
FuturePlan, the nation's largest third-party administrator (TPA) of retirement plans and a part of Ascensus, is seeking a Trust Administrative Support Clerk. This role supports all clerical functions including typing, filing, faxing, copying, mass mailings, phone, and mail to ensure the daily operations of the Benefit Trust Services Department are achieved in a timely and accurate manner. The company emphasizes high-touch personalized service, innovation, and expertise, backed by a large national firm with over 500 credentialed plan professionals, 60 actuaries, and a large in-house ERISA team. Ascensus is committed to protecting confidential data and upholding its I-Client service philosophy and Core Values of People Matter, Quality First, and Integrity Always®.
Requirements
- Learn functions of Benefit Trust Services administration
- Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations
- Effective oral and written communication skills
- Organization and prioritization skills
- Software Skills: MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc.
- Online portals for Insurance Carriers
- Bank Deposit Machines (WF CEO, CB&T, Union Bank etc)
- Detail orientation
- Ability to work independently
- Effective Interpersonal skills
- Demonstrates initiative
- Good judgment
- 1 – 2 years office experience
Responsibilities
- Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner
- 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
- Assist with other tasks and projects as assigned
- Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service
- Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.)
- Assist administrator with data entry such as contribution and enrollment processes as needed
- Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust
- Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents
- Provide back up to office receptionist (office duties) as needed
- Deliver daily outgoing mail to mailbox
- Pick-up incoming mail daily from mailbox
- Provide clerical back up support for Benefit Trust Services team members
- Assist in mass mail projects
- Miscellaneous errands (post office, bank, etc.)
- Meet all quality, productivity, and turnaround goals
Benefits
- Collaborative, idea-sharing environment
- Professional Development with in-house training and tuition reimbursement
- Generous reward programs
- Paid time off
- Medical, dental & vision benefits
- Health Savings Account with employer contribution up to $1,100
- 401(k) & 529 college savings match programs
- Volunteer and charitable-giving programs
- Business casual dress
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
