About the role
Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services—and we pride ourselves in being responsive, honest, and personable.
Section 1: Position Summary
Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide timely and accurate review of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. The role also involves a deep understanding of operational workflows as it relates to the individual role and the organization as a whole.
Section 2: Job Functions, Essential Duties and Responsibilities
- Timely and accurately review and audit client transactions including checks, wires, and ACHs
- Handle time sensitive or escalated requests
- Process manual and international wires via current banking system
- Perform review of daily investment, liquidation, and transfer activity and following up on exceptions in an expedited manner
- Use workflow management systems to support transaction settlement and referrals from other departments
- Provide management feedback on process and procedures as required
- Participate in audit or quality control activities
- Achieve SLA's, and work with other departments to increase interdependency awareness
- Visualize the big picture and understand details to achieve a desired outcome
- 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
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- Bachelors degree in Accounting, Business Administration, Mathematics, or equivalent financial services work experience-Preferred
- Prior participation in industry specific education or certification courses-Preferred
- Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner
- Able to prioritize and meet deadlines
- Self directed with ability to take initiative
- Good interpersonal skills
- Work closely with others in a team setting
- Strong math skills
- Excellent attention to detail and ability to proof
- Software Skills: MS Office 365 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat
- Promote a positive and professional working environment
- Knowledge of effective research methods including the Internet, eResource, and other IRA systems.
We are proud to be an Equal Opportunity Employer
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.
Skills & Tags
Aplyr's read
Ascensus empowers individuals to secure their financial future through innovative savings solutions, attracting professionals dedicated to personalized service and technological advancement.
What's promising
- •Ascensus is a leader in retirement and college savings, providing stability in the financial services sector.
- •The company invests in innovative technology, enhancing its service offerings and operational efficiency.
- •Employees benefit from a culture focused on personalized service, fostering strong client relationships.
What to watch
- •The financial services sector is highly competitive, posing challenges for market differentiation.
- •Regulatory changes in retirement savings can impact business operations and strategy.
- •Limited public information about Ascensus's diversity and inclusion initiatives.
Why Ascensus
- •Ascensus specializes in both retirement and college savings, offering a dual focus uncommon in the industry.
- •The company emphasizes personalized service, setting it apart in a tech-driven financial landscape.
- •Ascensus's commitment to innovative technology supports its leadership in savings solutions.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Ascensus
Ascensus is a leading provider of retirement and college savings solutions, dedicated to helping individuals save for their future through innovative technology and personalized service.
