Ascensus

Trust Senior Specialist

Ascensus • $75K — $95K *
Lake Mary, FL 32746In-Person
Finance & Insurance
8 - 10 years of experience
Yesterday
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Job Overview by Ladders

Qualifications

  • Bachelor's degree preferred
  • 10+ years of ERISA experience in the pension industry
  • Expert level skills in Word and Excel, advanced Outlook proficiency
  • Strong written and verbal communication expertise
  • Deep understanding of various pension plan types
  • Analytical mindset with effective problem-solving skills
  • Proven ability to prioritize and manage tasks meticulously

Responsibilities

  • Lead and participate in strategic initiatives and organizational change management as a Subject Matter Expert
  • Design and execute onboarding plans for new associates in collaboration with the Manager
  • Serve as interim manager during manager's absence
  • Communicate effectively in both verbal and written forms
  • Master the I-Client Philosophy and influence team adherence to I-Will Statements
  • Support Consultants to enhance World Class Client Satisfaction
  • Perform all aspects of trust reporting to assist during peak demand periods
  • Ensure all client-related work follows Total Quality Management procedures for 100% accuracy
  • Protect and secure confidential data against unauthorized access or disclosure
  • Support other assigned projects and tasks

Benefits

  • Opportunity for professional growth through leadership responsibilities
  • Engagement in strategic projects and initiatives
  • Supportive team environment promoting organizational culture and values
  • Emphasis on quality and client satisfaction
  • Work in a dynamic team that values detailed and high-quality work
Full Job Description
Section 1: Position Summary

In addition to duties performed by a Senior Trust Analyst, the Senior Specialist is able to assume broader responsibilities that directly support their Manager. From leading projects and process improvement initiatives, to supporting the onboarding and learning of new associates, to serving as a temporary back-up in the Manager's absence, the Senior Specialist will demonstrate advanced communication and decision making skills.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Act as a Subject Matter Expert who represents the broader interests of the department or division by both leading and participating in strategic initiatives, projects, and organization change management.
  • Partners with Manager to design and execute on-boarding plans for new associates.
  • Provides backup coverage for Manager on interim and short-term basis
  • Provides effective and timely verbal and written communications in a clear, concise and informative written manner
  • Masters the I-Client Philosophy and approach and is able to positively influence their teams use of the I-Will Statements
  • Provides additional support for Consultants to assist with their mission of driving World Class Client Satisfaction
  • Capable of performing for all aspects of trust reporting, so they can assist Consultants during times of peak resource demand
  • Supports Total Quality Management procedures within own workgroup to ensure work going to client is 100% accurate
  • 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

  • Act as a back up to Manager


Section 3: Experience, Skills, Knowledge Requirements

  • Bachelor's degree preferred
  • 10 or more years ERISA experience in the pension industry
  • Advanced Word, Excel (Expert level), and Outlook skills
  • Advanced written and oral communication skills
  • Advanced understanding and knowledge of all pension plan types
  • Analytical and problem solving skills
  • Demonstrated attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
  • Ability to effectively plan and assign work and supervise support staff
  • Leverages extensive ERISA knowledge to consult and resolve pressing client issues
  • Meet in connection with business operations, including related ERISA compliance matters
  • Ability to effectively plan and assign work and supervise support staff
  • The I-Client philosophy and the 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.

About Ascensus

Ascensus is a financial services company that provides retirement, health, and education savings plans to individuals and businesses. The company was founded in 1980 and is headquartered in Dresher, Pennsylvania. Ascensus has over 4,000 employees and serves more than 12 million customers nationwide. The company offers a wide range of retirement plan solutions, including 401(k), 403(b), and IRA plans. Ascensus is committed to helping its customers save for retirement and achieve their financial goals. The company has received several awards for its excellent customer service and innovative products.
Learn more about Ascensus
Size
4,000 employees
Industry
Finance & Insurance
Founded
1980
* Ladders Estimates

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