Ascensus
Transaction Specialist
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FiduciaryxChange Integration
FiduciaryxChange, recently integrated as part of Ascensus, is dedicated to reducing the risk and administrative burden of adhering to ERISA guidelines. Our suite of flexible and comprehensive fiduciary services helps 401(k) plan sponsors, advisors, and administrators effectively meet their obligations. Led by experienced professionals, we uphold a Prudent Expert Standard of Care and offer specialized services such as Pooled Employer Plans, 402(a) Named Plan Fiduciary Services, and 3(16) Plan Administrator support.
Responsibilities
- Completes participant transaction requests
- Responds to Plan Sponsor questions or coordinates with service providers
- Maintains the ATCSF Admin system contact changes
- Ongoing daily monitoring of support and team emails
- Assists in overseeing plan sponsor service requests
- Completes annual and interim notices and disclosures
- Assist with Audit and Year-End Compliance Data Collection
- Force out monitoring and processing
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Skills & Qualifications
- Bachelor's or Associate Degree
- At least 2 years of qualified plan experience
- Bilingual in English and Spanish
- Qualified plan document experience would be a plus
- Strong interpersonal skills
- Excellent oral and written communication skills
- Ability to organize, prioritize, and manage multiple tasks within established timeframes
- Excellent analytical and critical thinking skills
- Exceptional skills in Microsoft Office Suite, Excel, preferred
- Being familiar with Microsoft Word and Adobe Acrobat is a plus
Salary
The national average salary is $45,000 - $50,000, exclusive of any bonuses and benefits. This salary range represents the low and high end 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 careers.ascensus.com/#Benefits.
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Employment Fraud Warning
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.
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