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Concierge Generalist

Location:Encino, CA
Level:Full Time
Category: Client Operations


Section 1: Position Summary

This role will provide day to day support to the Concierge Services function. This role is a unique opportunity to become part of a team dedicated to providing support to our internal departments as well as assisting our clients during the various stages of their annual plan administration.

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.
  • Process requested client packages and documents timely and accurately.
  • Monitor Participant Support line, assist client and participants with technical issues, including log in problems, uploading/downloading files, etc.
  • Spearhead special projects involving client contact, data maintenance and follow up.
  • Sort, scan and file client documents, both electronic and hard copy, timely and accurately on a daily basis. Organize and maintain client files by ensuring protocols are followed and documents are stored according to procedure.
  • Manage supply inventory of all office supplies to ensure business operations run smoothly without interruption. Stock/maintain printer stations.
  • Manage off-site client files using vendor’s inventory system.
  • Process and track outgoing mail and packages.  Pick up, deliver and log incoming mail and packages.
  • Document new processes and enhance existing procedures as needed.
  • Set up meeting rooms, including moving furniture/equipment as necessary.
  • Assist in maintaining kitchen, including ordering supplies, loading/unloading dishwasher, and ensuring countertops and equipment are tidy.
  • Assist with other tasks and projects as assigned


  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Proficiency MS Office. Strong skills needed in Excel and Word.
  • Strong organizational skills, attention to detail.
  • Excellent written and verbal communication skills;  communicate effectively (clearly, concisely and professionally) with internal and external customers
  • Strong customer service skills.
  • Ability to work well under pressure with multiple priorities.
  • Must be able to sit for long periods (up to 8 hours per day).
  • Must be able to stand for long periods (up to 3 hours per day).
  • Must be able to work on a computer for 8 hours per day (includes looking at monitor and using keyboard and mouse).
  • Must be able to lift and carry up to 35 lbs. for short distances.

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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