Ascensus

Compensation

Full Description

Job Description: • Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters • Conduct thorough reviews of individually designed plans and other complex retirement plans • Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents • Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans • Enhance technical and industry knowledge by attending continuing education classes Requirements: • 3 years of Ascensus experience or 5 years industry experience • Bachelor's degree in business, finance, accounting, or a related field • ASPPA QKA preferred • Experience working with the Ascensus, Relius and Ft. William’s retirement plan documents preferred. • Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists. • Excellent client service and interpersonal skills. • Strong organizational and time management skills. • Ability to effectively prioritize and complete multiple tasks timely. • Excellent analytical and problem-solving skills. • Strong written and oral communication skills. Benefits: • Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options