What are the responsibilities and job description for the Associate position at Ascensus?
Essential Functions
- Completion of daily recordkeeping Operations processing volumes and related tasks in accordance with our service level agreements
- Complete Quality Assurance workflow steps for transactions as required in the workflow system
- Work cross functionally to maintain reconciled positions within the Trust / Custodial accounts
- Understand plan setting requirements and specifications to identify potential transactional issues
- Utilize custodial and ancillary systems as required
- Pursue resolution of aged items with internal departments and service partners
- Research and resolves any issues that occur through the client and / or colleagues within the organization
- Manage multiple tasks effectively by balancing high productivity with excellent service quality
- Adhere to all Ascensus standard operating procedures and controls
- Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy
- Regular, reliable, and punctual attendance
Required Education, Experience and certificates, licenses, registrations
- 1 years of experience in a corporate environment OR recent grads are welcomed!
- Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
- Bachelor’s degree in a business-related field
- 2 years of experience working in a related position in the retirement services sector
- Familiarity with trading and cash reconciliation concepts Competencies :
- Teamwork
- Teamwork
- Client Focus
- Critical Thinking
- Time Management
- Resilience
- Attention to Detail
- Planning and Organizing
- Written and Verbal Communications
- Collaboration
Last updated : 2024-02-25
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