Follow Us


image for Ascensus job detail page
Share this post

Apply Now    

Temporary Plan Document Specialist

Location:Brainerd North, MN
Level:Full Time
Category: Client Operations


Section 1: Position Summary

This position is primarily responsible for supporting the creation, fulfillment, and delivery of qualified plan document packages for DCS department clients. The Plan Document Specialist must adhere to strict procedures to ensure accuracy and confidentiality of client data.

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
  • Prepare adoption agreements and plan document kits for new plans, restating plans and plan amendments by accurately entering, generating and assembling kits through the Plan Adoption System
  • Enters and/or processes employer plan data into our client database
  • Successfully monitor and follow-up on assigned items; including determining appropriate action for resolution of client issues and completing work items timely
  • Manage deadlines and work within allotted timeframes
  • Maintain team statistical data, supports billing and finance tasks as needed
  • Respond to internal/external customer inquiries
  • Assist team members in meeting unit goals and stated service levels
  • Verify client information and plan information has been created accurately and processed through the customer relationship management system
  • Responsible for accurately compiling all the required documents to be delivered to the clients via hard copy or electronically and verifying the data within the document kits.
  • Demonstrate ability to identify, review and analyze discrepancies and questionable procedures within the unit and division by proposing written and verbal resolutions
  • Provide accurate and efficient administrative support for unit, as needed, by reviewing correspondence, assembling document kits, and assisting with mass projects.
  • Adhere to strict audit procedures to ensure confidentiality of client information
  • Serve as a resource for effectively responding to internal and external client inquiries within 24 hours
  • Develop and expand qualified plan knowledge by attending Ascensus document training, reading Ascensus newsletters and reference services, and other items as directed by your supervisor
  • Document all verbal and written communication in appropriate systems and locations
  • Performs other duties and special projects and assigned


  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Two year degree or equivalent work experience
  • Experience with PCs and MS Office software applications
  • Detail oriented with strong organizational and time management skills required
  • Ability to handle multiple priorities and meet deadlines in a fast paced environment
  • Ability to communicate effectively, verbally and written, to all levels within Ascensus
  • Ability to work extended hours as required in order to meet business needs
  • The employee must regularly lift and/or move up to 10 pounds, and occasionally lift and/or move up to 25 pounds

We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.


Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws


Apply Now    

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
Powered by SmashFly