Retirement Plan Consultant, ASC Experience Required
Ascensus
full-time
Posted on:
Location Type: Remote
Location: New Jersey • United States
Visit company websiteExplore more
About the role
- Serve as a resource to plan sponsors and financial advisors for ERISA compliance
- Provide exceptional customer service, including problem solving
- Assist clients with plan design and document needs
- Complete/Assist with payroll processing as required
- Accountable for all aspects of valuation reports and annual testing
Requirements
- Bachelors degree preferred
- 3-5 or more years ERISA experience in the retirement industry
- Experience in analysis of financial data required
- Experience in ASC software
- Strong Word, Excel, and Outlook skills
- Detail oriented with the ability to prioritize and manage tasks
- Ability to effectively plan and assign work to and oversee plan associates
Benefits
- 401(k) plan
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ERISA compliancefinancial data analysispayroll processingvaluation reportsannual testing
Soft Skills
customer serviceproblem solvingdetail orientedprioritizationtask managementplanningoversight
Certifications
Bachelor's degree