Administration

• Timely and accurate processing of assigned contributions.
• Completely understanding the individual client contribution requirements and turnaround time.
• Demonstrate a detailed knowledge of retirement plans as well as the FuturePlan business, products, systems and processes.
• Reconcile the file received to what is loaded to the recordkeeper ensuring everything is balanced.
• Support incoming clients & internal associates’ emails and calls regarding contribution questions with a quick and accurate response.
• Provide thorough, high-quality research, problem solving and issue resolution.
• Perform other activities related to the contribution process including audit or error reviews.
• Collaborate with internal and external departments in aligning and implementing a sophisticated contribution experience.
• Maintain knowledge of the system, documenting and updating procedures.
• Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner.
• Other duties assigned by management.
• 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.

Retirement Contribution Administrator

Level 2 Contract Administrator – Clearance Required