Search the 24 jobs at Ascensus

The Client Relationship Manager serves as a key resource for plan sponsors and financial advisors, handling ERISA compliance, plan design, and governmental reporting. Responsibilities include exceptional customer service, mentoring, assisting with IRS and DOL regulations, completing payroll processes, and ensuring compliance through careful reporting and documentation. This role involves communication with clients and internal teams to manage accounts and provide accurate documentation and reports.

Enhance the value of Newport's services by providing accounting consulting services, documenting client interactions, delivering reports, and managing client expectations. Collaborate with internal teams to resolve client issues and problems in a fast-paced environment. Required: BS in Accounting, CPA certification, 3-5 years of experience, knowledge of GAAP, and advanced MS Office skills.

The Senior Consultant at Newport is responsible for managing nonqualified and COLI case work, coordinating evaluations for prospective clients, fostering client relationships, conducting training, and ensuring compliance documentation is completed. This role requires significant industry experience and focuses on delivering excellent client service.

The Vice President, Sales Consultant will drive sales growth by building relationships with financial professionals and ensuring business development for FuturePlan in the Manhattan/Long Island territory. Responsibilities include coordinating sales activities, discussing industry trends and fiduciary solutions, maintaining client relationships, and remaining current on product knowledge while assisting with retention and reporting tasks.

The Mail Operations Representative provides high-quality services to 529 plans by managing mail requests. Responsibilities include sorting mail, preparing financial vouchers, using document capture software, and ensuring confidentiality of client data. The position requires strong communication, organizational skills, and the ability to work under pressure in a team environment.

The Institutional Relationship Manager will conduct 529 educational seminars, develop client relationships in the community, promote payroll direct deposit, collaborate with marketing on communication strategies, and maintain industry knowledge regarding 529 plan rules.

The Defined Benefit Consultant serves as an expert on defined benefit and contribution plans, providing support related to ERISA compliance, plan design, and reporting. Responsibilities include client interaction, preparing necessary documents, and ensuring timely compliance with IRS and Department of Labor regulations, while delivering exceptional customer service and maintaining industry knowledge.

The AI Strategy Analyst will support Ascensus' Transformation team by conducting market research and analysis to develop AI use case frameworks and governance. They will prioritize AI use cases and define KPIs for value realization, aiding the establishment of AI strategies and governance within the organization.

The Actuary at Nyhart will manage funding, accounting, and compliance for pension plans, prepare deliverables, review calculations per regulations, oversee statements, and assist in client communications and project management.

The Communications Specialist is responsible for crafting internal communications, managing change, and engaging employees. This role supports executive communication and produces various written materials while ensuring quality and brand consistency. It involves logistics for internal meetings and maintaining professional relationships across teams.

The Change Management Principal oversees change management for a large transformation at Ascensus. Responsibilities include creating and executing strategies to maximize adoption, conducting impact analyses, collaborating with teams to manage change, developing a change management playbook, and training project managers. The role requires monitoring the effectiveness of initiatives and coaching leaders to facilitate successful changes.

The Operations Associate is responsible for data collection from insurance companies and brokers, ensuring accurate processing of schedules, responding to emails promptly, and supporting other team members. The role involves self-management and adherence to best practices related to employee benefit administration.

The Content Specialist is responsible for developing and executing marketing content across various channels, focusing on enhancing user experience and driving business growth. This includes crafting effective messaging, managing communications, and collaborating with stakeholders to create engaging content that converts leads into loyal clients.

The Plan Administrator oversees corporate non-qualified plans for administration, ensuring accuracy of recordkeeping, managing client communications, and maintaining regulatory compliance. Key responsibilities include analyzing transactions, preparing reports, supporting service teams, and overseeing quality control checks. The role requires strong collaboration with clients and colleagues in a fast-paced environment.

Assist in the valuation, administration, and compliance of Defined Benefit and Cash Balance plans. Provide superior customer service, learn pension law, and interact with clients to obtain essential information. Prepare benefit calculations and ensure compliance with regulations under ERISA law.

The Sr Financial Analyst will conduct financial analysis, assist in preparing the annual budget, and prepare profitability studies for various business segments while maintaining confidentiality. The role includes monthly reporting and ad hoc analysis, balancing multiple projects, and collaborating with business leaders and senior finance.

The Qualified Relationship Manager provides proactive service and communications to retirement plan clients, ensuring client support and satisfaction. Key duties include interpreting plan documents, providing calculations and fund information, assisting in plan compliance testing, resolving client inquiries, and facilitating web-based applications. The role emphasizes strong relationship management, effective communication, and organizational skills in a fast-paced environment.

As a Relationship Manager, you will serve as the primary contact for high-profile institutional accounts, delivering specialized trust and fiduciary services. Key responsibilities include account onboarding, client communications, overseeing transaction processes, and coordinating with internal teams for comprehensive service delivery.

The Financial Analyst will handle tasks related to defined contribution plans, including processing loans, distributions, and trust accounting. The role involves reviewing processes, ensuring high-quality output, meeting productivity metrics, and identifying issues to escalate to management. A strong knowledge of 401(K) plan administration is preferred, along with problem-solving abilities and communication skills.

Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies. Nurtures long-standing relationships with clients, leads efforts to onboard new accounts, coordinates account opening process, reviews agreements, prepares internal documentation, directs Trust Administrators, works closely with Senior Management, and promotes procedural prudence. Requires Bachelor's degree and minimum of five years of relevant professional experience. Strong MS Office skills are essential. Preferred skills include Trust system experience and Certified Employee Benefits Specialist certificate. Competencies include client service orientation, being personable, a team player, proactive, a problem solver, resourceful, independent, with integrity, good time management, and detail-oriented. Up to 5% travel may be required. Virtual work from home position with specific internet speed requirements. Equal Opportunity Employer.