Trust Analyst, Specialization

Ascensus•Lake Mary, FL

50d•$40 - $60•Remote

About The Position

Trust position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.

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
Ability to work additional hours during peak periods
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

Nice To Haves

QKA designation preferred
Prior experience with plan administration software, i.e. Relius

Responsibilities

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.
Our I-Client service philosophy and our 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.
Assist with other tasks and projects as assigned