Senior Retirement Support Specialist

2 months ago

Junction City, United States Ascensus Full time

Section 1: Position Summary

The Senior Retirement Support Specialist position is responsible for supporting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department.

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 clients with census updates to produce compliance tests and employer calculations
  • Actively participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan
  • Assist Client Services with the creation of necessary reporting for the FDI reports
  • Apply a quality control/review process to all reports produced before they are delivered to the end user
  • Respond to client requests for information via email, outbound call, or internal workflow
  • Maintain detailed workflow documentation for all functions and tracking for all reports provided
  • Act in the role as the subject matter expert on specific topics or initiatives with responsibility for training and assisting others across the department in area of expertise.
  • Develop ideas for improvement and provide feedback/solutions to peer group and leaders.
  • Lead by example by adapting to change and exuding positivity.
  • Provide training and mentoring to members of team as opportunities arise
  • Provide timely, exceptional service, including problem solving and issue resolution with minimal inconvenience to clients
  • Provide effective verbal and written communications in a clear, concise, and informative manner
  • Make outbound calls to clients for various call campaigns and follow up on verification of client’s data
  • Provide backup support for functions previously owned by Shared Services
  • Maintain a professional and positive approach in all internal and external communications
  • Assist with other tasks and projects as assigned

Supervision  

  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Bachelor’s degree in business or related field, or equivalent work experience.
  • Knowledge of information systems and technology; ability to create ad hoc reports.
  • Microsoft Office knowledge required.
  • Ability to analyze data integrity.
  • Strong written and verbal communication skills.
  • Excellent analytical and problem resolution skills.
  • Detail oriented.
  • Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment

For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better.  If you are unsure of your internet speed before applying, please check with your service provider.

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.

  • Retirement Planning Senior Growth Specialist

    3 weeks ago

    Salt Lake City, United States Wells Fargo Full time

    Bring demonstrated experience in the latest products, research, trends, and developments in retirement planning to enhance organizational knowledge, promote financial wellbeing, and improve the effectiveness of business strategies. Influence or desig Retirement, Specialist, Senior, Growth, Financial Planning, Planning, Technology, Banking

  • Retirement Support Specialist

    3 months ago

    Kansas City, United States Ascensus Full time

    Section 1: Position SummaryThe Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department.  Section 2: Job Functions, Essential Duties and Responsibilities Responsible...

  • OH-Cincinatti Insurance Retirement Specialist

    4 weeks ago

    Ohio City, United States American Senior Benefits Full time

    OverviewCompany Overview: Join our dynamic team at Freedom Insurance Group, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment. ResponsibilitiesA Day In the Life: As an Insurance...

  • Retirement Solutions Client Support Specialist

    8 hours ago

    Kansas City, Missouri, United States SS&C Full time

    Company Overview:SS&C is a prominent global provider of investment and financial services, along with software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a leading U.S. company by revenue, SS&C operates from its headquarters in Windsor, Connecticut, employing over 20,000 professionals across...

  • Retirement Solutions Client Support Specialist

    5 days ago

    Kansas City, Missouri, United States SS&C Full time

    Company OverviewSS&C is a leading global provider of investment and financial services and software tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is based in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Our...

  • Retirement Solutions Client Support Specialist

    5 days ago

    Kansas City, Missouri, United States SS&C Full time

    Company Overview:SS&C is a leading global provider of investment and financial services, along with software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C operates from its headquarters in Windsor, Connecticut, employing over 20,000 professionals across more...

  • Senior Customer Support Specialist

    10 hours ago

    Oklahoma City, Oklahoma, United States Oklahoma Farm Bureau Insurance Company Full time

    Job OverviewPosition: Senior Customer Support SpecialistReports To: Director of Policy ServicesLocation: Oklahoma City, OKCompensation: Competitive hourly rateWorking Hours: 7:30 am - 4:15 pm or 8:00 am - 4:45 pmBenefits: Includes paid time off, health insurance options, retirement plans with company contributions, employee assistance programs, and access to...

  • Caring Senior Support Specialist

    5 days ago

    Lenoir City, Tennessee, United States Senior Helpers - Knoxville, TN Full time

    Join Senior Helpers as a Part-Time Caregiver!Position Overview:We are actively seeking dedicated individuals to fill the role of Part-Time Caregiver. This position offers a flexible schedule, allowing you to work both weekdays and weekends. Compensation is set at $20 per hour.Essential Qualifications:Must be at least 18 years of ageSuccessful completion of a...

  • Senior Executive Support Specialist

    5 days ago

    Kansas City, Missouri, United States Pride Health Full time

    Position OverviewPride Health is seeking a dedicated Senior Executive Support Specialist to provide exceptional administrative assistance to its executive leadership.Key ResponsibilitiesDeliver comprehensive administrative support to senior management, including arranging meetings, managing schedules, and organizing travel logistics.Draft and refine...

  • Senior Living Community Administrator

    5 days ago

    Junction City, Oregon, United States Junction City Retirement & AL - Junction City , O Full time

    Position OverviewThe Administrator plays a pivotal role in our mission to transform senior living through a blend of compassion and innovation. This position encompasses the comprehensive management of operations, fostering a culture of care and accountability within the community.About UsAt Junction City Retirement & AL, we believe that senior living should...

  • Senior Living Community Administrator

    5 days ago

    Junction City, Oregon, United States Junction City Retirement & AL - Junction City , O Full time

    Position OverviewThe Administrator plays a pivotal role in overseeing the operations of our senior living community, ensuring a culture rooted in compassion and accountability. Your leadership will be essential in fostering satisfaction among residents, families, and team members alike.About UsAt Junction City Retirement & AL, we believe that senior living...

  • Senior Living Administrator

    5 days ago

    Junction City, Oregon, United States Junction City Retirement & AL - Junction City , O Full time

    Position OverviewThe Administrator plays a crucial role in overseeing all operational aspects of our senior living community, fostering a culture of compassion and accountability. Ensuring satisfaction among residents, families, and team members is paramount. The Administrator is tasked with maintaining compliance with governmental regulations and...

  • Senior Executive Support Specialist

    11 hours ago

    Kansas City, Missouri, United States Tutera Senior Living & Health Care Full time

    Job OverviewPosition Title: Corporate Executive AssistantCompany: Tutera Senior Living & Health CareAre you an experienced Corporate Executive Assistant looking for a rewarding opportunity? Tutera Senior Living & Health Care is in search of a skilled executive assistant to enhance our team.Key Responsibilities:In this role, you will provide essential...

  • Healthcare Support Specialist

    6 days ago

    Orange City, Florida, United States Senior Living Management Full time

    The Healthcare Support Specialist is dedicated to providing exceptional quality care for residents in a supportive environment, ensuring both physical and emotional well-being. This role involves assisting residents with daily living activities, including personal hygiene, nutrition, mobility, housekeeping, and medication management. Join a dynamic team...

  • Senior Living Community Administrator

    5 days ago

    Junction City, Oregon, United States Junction City Retirement & AL - Junction City , O Full time

    Position OverviewThe Administrator plays a pivotal role in our mission to transform senior living into a realm of compassion and innovation.About UsWe are dedicated to the belief that senior living environments should be vibrant and full of life. We value and empower our exceptional team members, recognizing that together we can enhance the quality of...

  • Practical Nursing Specialist

    6 days ago

    Kansas City, Missouri, United States Legend Senior Living Full time

    Join Our Team at Legend Senior LivingLegend Senior Living is honored to be recognized as a Certified Great Place to Work for five consecutive years. We are excited to announce that Arbor House of Mustang is part of the Legend Senior Living family, and we are currently seeking a dedicated individual to become a member of our nursing team as a Practical...

  • Server - Retirement Community

    4 weeks ago

    Carson City, United States Solista Senior Living by Cogir Mountain Full time

    Job DescriptionJob DescriptionPeople taking care of people, that's who we are and what we do at Cogir Senior Living!What to expect...Cogir Senior Living is hiring friendly, compassionate, and energetic Servers in our beautiful retirement community Solista Carson City by Cogir.As a Server in our community restaurant, you help create an incredible dining...

  • Server - Retirement Community

    1 week ago

    Carson City, United States Solista Senior Living by Cogir Mountain Full time $12

    Job DescriptionJob DescriptionPeople taking care of people, that's who we are and what we do at Cogir Senior Living!What to expect...Cogir Senior Living is hiring friendly, compassionate, and energetic Servers in our beautiful retirement community Solista Carson City by Cogir.As a Server in our community restaurant, you help create an incredible dining...

  • Senior Practice Support Specialist

    1 day ago

    new york city, United States IMPACT Legal Resources LLC Full time

    IMPACT Legal Resources has a great opportunity for a Senior Litigation Practice Support Specialist for a NYC Vault 100 Law Firm. Candidate will need 4-6 years of prior experience in a law firm, corporation or legal consulting firm as a paralegal and/or Litigation Support Specialist, Analyst, or Case Manager. Must have 4 years Bachelors degree. Prior...

  • Technical Support Specialist

    5 days ago

    Kansas City, Missouri, United States Desktop & Depot Support Full time

    Position OverviewAre you ready to elevate your career in Information Technology? We are seeking dedicated individuals to fill the role of Desktop Support. This position plays a crucial part in maintaining effective operations for our clients.Role Responsibilities:As a Desktop Support Specialist, you will engage in various tasks that ensure seamless...