About the role
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.
Roles & Responsibility:
- Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement.
- Should be responsible for training team members, setting strategy and monitoring progress towards goal.
- Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.
- Delivering the set expectations in terms of key business metrics like productivity, volume count and quality.
- Functions include – only processing the above-mentioned processes.
- Apart from processing, the team member should be able to Review Process.
- Ability to accurately process high volume within the specified time frame.
Education and experience:
- Graduate / Postgraduate in Finance/Accounting background
- Proven track record of working effectively in flexible work environment in a result-oriented approach
Skill Requirement:
- Should have communication skills, Problem solving and analytical skills
- Basic MS Office knowledge and preference to good working knowledge of Excel
- Must be able to adapt the assignments quickly
- Flexibility in work culture (should be flexible in Day/Night shift based on business requirement)
- Good Knowledge in Reconciliation concepts
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.
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.
