Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services—and we pride ourselves in being responsive, honest, and personable.
Section 1: Position Summary
Trust position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
Section 2: Job Functions, Essential Duties and Responsibilities
Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles
Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials
Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans
Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines
Prepares trust accounting reports for Clients
Supports and completes assigned quality assurance reviews
Review non qualifying assets
Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues.
Ability to successfully integrate information from alliance partners into pension software
Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies
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
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Bachelor’s degree preferred
Minimum of 2 years of advanced math education preferred
3 – 5 years of prior ERISA experience in the retirement industry preferred
3 - 5 years of experience in analysis of financial data required
Strong Word, Excel (Advanced), and Outlook skills
Strong written and oral communication skills
Strong analytical and problem solving skills
Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
QKA designation preferred
Ability to work additional hours during peak periods
Prior experience with plan administration software, i.e. Relius
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
Thank you! You will now be redirected.
Refer A Friend
Thank you
Thank you! You will now be redirected.
This website uses cookies.
We use cookies to personalize content such as job recommendations, and to analyze our traffic. You consent to our cookies if you click "I Accept" or take no action. You can reject or change your settings by clicking on the Settings link on the top right of the site. For more information about our data practices, please visit our Privacy Management page.