Trust Analyst
Ascensus
full-time
Posted on:
Location Type: Remote
Location: Florida • Pennsylvania • United States
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About the role
- Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles
- Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials
- Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans
- Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines
- Prepares trust accounting reports for Clients
- Supports and completes assigned quality assurance reviews
- Review non qualifying assets
- Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues
- Ability to successfully integrate information from alliance partners into pension software
- Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies
Requirements
- Bachelor’s degree preferred
- Minimum of 2 years of advanced math education preferred
- 3 – 5 years of prior ERISA experience in the retirement industry preferred
- 3 - 5 years of experience in analysis of financial data required
- Strong Word, Excel (Advanced), and Outlook skills
- Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
- QKA designation preferred
- Ability to work additional hours during peak periods
- Prior experience with plan administration software, i.e. Relius
Benefits
- Health insurance
- 401(k) matching
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial data analysistrust accountingretirement plan provisionscompliance resolutionquality assurance reviewsparticipant loanspartnership valuationsemployer stock investmentsinsurance policy reportingadvanced math
Soft Skills
communicationproblem-solvingattention to detailorganizational skillstime management
Certifications
Retirement Plan FundamentalsQKA