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Data Coordinator/Administrative Assistant

Location:Huntington Beach, CA
Level:Full Time
Category: Client Operations


Serve as a resource to plan consultant(s), plan sponsors and financial advisors for matters related to compliance, plan administration and governmental reporting


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.
  • The I-Client philosophy and the 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.
  • Provide timely, superior customer service, including problem solving with minimal inconvenience to clients
  • Provide effective verbal and written communications in a clear, concise and informative manner Collaborate with assigned plan consultant(s) to meet defined business objectives, firm goals and client obligations
  • Work with assigned consultant(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
  • Prepare and assemble year end census package
  • Process distribution paperwork for review and coordinate processing of distributions with asset holder
  • Prepare loan paperwork for review and coordinates processing of loans with asset holder
  • Complete filing tasks and other organizational assignments as assigned
  • Utilize office equipment including personal computer, scanner, fax and calculator
  • Serve as backup for other associates during scheduled and unscheduled absences
  • Other assignments as dictated by business needs, directed by your assigned Consultant(s)
  • and/or team manager


Minimum Requirements:

  • Secondary school diploma required; college level courses desirable
  • Experience in financial institution or business environment desirable
  • Candidate must possess 1 or more years in general office experience
  • Strong Word, Excel and Outlook skills
  • Strong written and oral communication skills
  • Strong analytical and problem solving skills
  • Strong attention to detail and the ability to work with assigned consultant (s) in order to prioritize assignments, manage tasks and meet deadlines in connection with business operations, including related ERISA compliance matters
  • Ability to organize and manage multiple simultaneous tasks and prioritize competing priorities
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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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