Trust Analyst, Specialization
$40k/y-$60k/y
Ascensus4 days ago
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OnsiteFull-timeMid
Summary
Ascensus is seeking a Trust Analyst, Specialization to join their team in Oklahoma, United States. The role involves advanced understanding of retirement plans and facilitating complex interactions with Plan Consultants.
About the Role
As a Trust Analyst, you will support the work of Trust Associates, comprehend retirement plan provisions, assist in resolving operational and compliance issues, track job progress, prepare trust accounting reports, and ensure the protection of confidential data. You will also integrate information from alliance partners into pension software and assist with various tasks as assigned.
About You
Required:
- 3 - 5 years of experience in analysis of financial data.
- Strong Word, Excel (Advanced), and Outlook skills.
- Strong written and oral communication skills.
- Strong analytical and problem-solving skills.
- Strong attention to detail and ability to manage tasks.
Preferred:
- Bachelor’s degree.
- Minimum of 2 years of advanced math education.
- 3 - 5 years of prior ERISA experience in the retirement industry.
- Associate holds Retirement Plan Fundamentals certification.
- QKA designation.
- Prior experience with plan administration software, i.e. Relius.
Benefits
- 401(k) match.
- Medical, Dental, Vision coverage.
- Paid-Time-Off.
Ascensus
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Oklahoma, United States