Trust Administrative Support Clerk

FuturePlan is the nations largest third-party administrator (TPA) of retirement plans partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm Ascensus. Our roots go back decades with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals 60 actuaries and one of the industrys largest in-house ERISA teams. Learn more at .

Section 1: Position Summary

Supports all clerical functions (typing filing faxing copying mass mailings phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner.

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 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
• Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service
• Provide clerical assistance necessary to ensure the office meets all service standards including filing copying mailings necessary reporting assisting with opening mail etc. (Including handling COBRA and HIPAA protected information.)
• Assist administrator with data entry such as contribution and enrollment processes as needed.
• Prepare and make all deposits via the necessary process (electronic paper etc.) for each Trust.
• Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents.
• Provide back up to office receptionist (office duties) as needed.
• Deliver daily outgoing mail to mailbox.
• Pick-up incoming mail daily from mailbox.
• Provide clerical back up support for Benefit Trust Services team members
• Assist in mass mail projects
• Miscellaneous errands (post office bank etc.)
• Meet all quality productivity and turnaround goals

Supervision

• N/A

Section 3: Experience Skills Knowledge Requirements

• Learn functions of Benefit Trust Services administration
• Obtain a basic knowledge of prevailing wage fringe benefit guidelines COBRA and HIPPA rules and regulations
• Effective oral and written communication skills
• Organization and prioritization skills
• Software Skills: MS Office (Word Excel Outlook) TMS VHCS COBRA Solutions Etc.
• Online portals for Insurance Carriers
• Bank Deposit Machines (WF CEO CB&T Union Bank etc)
• Detail orientation
• Ability to work independently
• Effective Interpersonal skills
• Demonstrates initiative
• Good judgment
• 1 2 years office experience

We are proud to be an Equal Opportunity Employer

This role will pay$22/hr in base pay exclusive of any bonuses and 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.