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.
Role Description:
- Supporting client onboarding processes to ensure key deliverables are met.
- Participate in client and financial professional meetings pertaining plans. Assist with conversion and translation of financial and demographic data to ensure accurate and timely Relius Admin or ASC system set-up, workflow, reconciling of plan assets and ensuring information is sent to finance in a timely manner.
- Check and validate the documents which is required to setup Plan into Admins system.
- Setting up the Plans into Various Admin system as per Process Requirement
- Completing the Axis setup once plan sync is completed at Axis.
Job responsibilities:
- Setting up the plan shell in different admins system as per Plan document.
- Provides clear communication regarding the roles of everyone involved in the onboarding process.
- Collaborates with team members to continuously improve implementation processes.
- Coordinates with the client and advisor to review all onboarding documents are to facilitate the installation of the plan.
- Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress.
Education and experience:
- Graduate / Postgraduate in Finance/Accounting background
- 6 to 24 months experience in BFSI preferred
- Proven track record of working effectively in flexible work environment in a result-oriented approach
- Prior Experience in 401(k) Retirements Plans Loans and Distributions will be an added advantage
Skill Requirement:
- Graduate, preferable from commerce background (not mandatory)
- Experience in the US retirement industry for 0 to 2 years (not mandatory)
- Open core Night shifts based on business requirements
- Good verbal & written communication skills
- Good typing skill and attention to detail.
- Good time management skills
- Ability work independently.
- Familiarity MS-Office software applications, including Excel & Word
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.