Retirement Support Specialist
Retirement Support Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
Section 1: Position Summary
The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and followup proactive client outreach and tracking reporting and documentation of various functions within the department.
Section 2: Job Functions Essential Duties and Responsibilities
- 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 IClient 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 clients with census updates to produce compliance tests and employer calculations
- Participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan
- Assist Client Services with the creation of necessary reporting for the FDI reports
- Apply a quality control/review process to all reports produced before they are delivered to the end user
- Reply to client requests for information via email outbound call or internal workflow
- Maintain detailed workflow documentation for all functions and tracking for all reports provided
- Provide timely exceptional service including problem solving and issue resolution with minimal inconvenience to clients
- Provide effective verbal and written communications in a clear concise and informative manner
- Make outbound calls to clients for various call campaigns and follow up on verification of clients data
- Provide backup assistance for functions previously owned by Shared Services
- Maintain a professional and positive approach in all internal and external communications
Supervision
- N/A
Section 3: Experience Skills Knowledge Requirements
- Bachelors degree in business or related field or equivalent work experience.
- Knowledge of information systems and technology; ability to create ad hoc reports.
- Microsoft Office knowledge required.
- Ability to evaluate data integrity.
- Strong written and verbal communication skills.
- Excellent evaluation and problem resolution skills.
- Detail oriented.
- Ability to work unsupervised as required but also work within and contribute to maintaining a highly cohesive team environment
For virtual remote positions we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better. If you are unsure of your internet speed before applying please check with your service provider.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus or @futureplan 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
