Trust Analyst, Specialization
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Job Location:
Newton, MA - USA
Monthly Salary:
Not Disclosed
Posted on:
30-10-2025
Vacancies:
1 Vacancy
Job Summary
Provident Trust Group an Ascensus company is a self-directed administrator and passive custodian that specializes in account administration asset custody qualified retirement account establishment including IRAs and Solo 401(k) accounts and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration asset custody and related servicesand we pride ourselves in being responsive honest and personable.
Section 1: Position Summary
Trust position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
Section 2: Job Functions Essential Duties and Responsibilities
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
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
N/A
Section 3: Experience Skills Knowledge Requirements
Bachelors 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
Strong written and oral communication skills
Strong analytical and problem solving skills
Strong attention to detail and the ability to prioritize manage tasks and meet in connection with business operations including related ERISA compliance matters
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
We are proud to be an Equal Opportunity Employer
The national average salary range for this role is 40-60k in base pay exclusive of any bonuses and base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location experience performance and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however from time to time it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match Medical Dental Vision Paid-Time-Off etc. For more information please visit aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ 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:
IC
Key Skills
- ArcGIS
- Intelligence Community Experience
- GIS
- Python
- Computer Networking
- Data Collection
- Intelligence Experience
- R
- Relational Databases
- Analysis Skills
- Data Management
- Application Development
About Company
Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
