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Retirement Plan Specialist (Entry to Sr. level) Recent grads welcome!

Location:Tucson, AZ
Level:Full Time
Category: Client Operations


Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 7 million Americans save for the future.  We are experiencing exceptional growth.  Ascensus was recently named to the Inc. 5000 List of Fastest-Growing Private Companies in U.S. by achieving 65% revenue increase over the last three years! Due to our growth, we have a few opportunities for candidates who are experienced retirement professional OR recent grads who have the aptitude to provide consulting services to our clients through Ascensus’ technical access service, providing in-house consulting, conducting seminars, technical research, analysis and special projects as assigned.  If you don’t have retirement plan experience – not a problem!  We have an extensive 20 week training program to teach you everything thing there is to need to know about ERISA, IRS/DOL laws and regulations, etc.  No sales involved.

Responsibilities (may vary based on experience level):             

·       Answer 1-800 IRA queues

·       Review, audit, and update existing basic and intermediate internal or external training modules

·       Demonstrate a functional knowledge of Ascensus retirement plan documents

·       Demonstrate a functional knowledge of Ascensus retirement plan forms and notices

·       Assist with performance of IRA document reviews

·       Complete basic IRA research projects and present basic IRA research findings

·       Analyze and interpret general legislative, statutory, regulatory, or case law guidance

·       Demonstrate a functional knowledge of IRAs/SEPs/SIMPLEs/CESAs/HSAs, prohibited transactions, and investments

·       Enhance technical and industry knowledge by attending continuing education classes

·       This position may include 25%-40% travel


·       Bachelor’s degree in business, finance, accounting or a related field required

·       Prefer 3 years IRA industry experience, but not required.

·       Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, and Power Point

·       Skills:

·       Demonstrate excellent client service skills

·       Demonstrate excellent interpersonal skills, professional demeanor and positive attitude

·       Demonstrate strong organizational and time management skills

·       Accomplish detail oriented tasks within given time frames and standards

·       Ability to prioritize and complete multiple tasks

·       Demonstrate excellent analytical and problem solving skills

·       Demonstrate strong written and oral communication skills

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


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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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