Section 1: Position SummaryIn 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.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from [redacted].com or [redacted].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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
