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Trust Administrative Support Clerk

Location:San Diego, CA
Level:Full Time
Category: Client Operations


Section 1: Position Summary

Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner.

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.
  • Assist with other tasks and projects as assigned
  • Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service
  • Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.)
  • Assist administrator with data entry such as contribution and enrollment processes as needed.
  • Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust.
  • Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents.
  • Provide back up to office receptionist (office duties) as needed.
  • Deliver daily outgoing mail to mailbox.
  • Pick-up incoming mail daily from mailbox.
  • Provide clerical back up support for Benefit Trust Services team members
  • Assist in mass mail projects
  • Miscellaneous errands (post office, bank, etc.)
  • Meet all quality, productivity, and turnaround goals


  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Learn functions of Benefit Trust Services administration
  • Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations
  • Effective oral and written communication skills
  • Organization and prioritization skills
  • Software Skills:  MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc.
  • Online portals for Insurance Carriers
  • Bank Deposit Machines (WF CEO, CB&T, Union Bank etc)
  • Detail orientation
  • Ability to work independently
  • Effective Interpersonal skills
  • Demonstrates initiative
  • Good judgment
  • 1 – 2 years office experience

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


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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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