Trust Associate

1 month ago

Fargo, North Dakota, United States Ascensus Full time

Section 1: Position Summary

Responsible for the administration of qualified retirement plan and IRA accounts; provide excellent customer service to both internal and external clients; process requested account transactions focusing on accuracy and SLA's; and ensure that applicable compliance requirements are met and policies and procedures are followed.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Timely and accurately process contributions and distributions
  • Review transactions to confirm documentation is complete and the transaction complies with applicable policies
  • Effectively perform all aspects of IRA administration
  • Provide phone/email/in person contact with clients, advisors, referrals, banks, investment firms
  • Resolve internal and external client issues by responding professionally to all correspondence within communicated and departmental SLA's
  • Provide management reporting as required.
  • Perform end of month/quarter tasks and reports
  • Research and resolve discrepancies in documents and transactions
  • Research asset documentation
  • Establish and terminate Automatic Rollover IRAs and handle participant and TPA calls
  • Resolve internal and external client issues by responding professionally to all correspondence within communicated and departmental standard timeframes.
  • Participate in audit or quality control activities
  • Establish and terminate Automatic Rollover IRAs and handle participant and TPA calls
  • May process/review 1099R/5498 tax reporting including corrective reporting and electronic filing of reports to IRS
  • Open/Process incoming overnight packages
  • Assist with opening and closing of client accounts
  • 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

  • College level accounting classes and/or experience in financial services industry
  • Prior participation in industry specific education or certification courses
  • Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner
  • Able to prioritize and meet deadlines
  • Self directed with ability to take initiative
  • Good interpersonal skills
  • Work closely with others in a team setting
  • Strong math skills
  • Excellent attention to detail and ability to proof
  • Software Skills: Access, MS Office 2007 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat
  • Promote a positive and professional working environment
  • Knowledge of IRA administration and all types of qualified contributions to Traditional and Roth IRA Plans
  • General understanding of individual and qualified retirement plan distributions and related tax consequences
  • Knowledge of effective research methods including the Internet, eResource, and other IRA systems.
  • Knowledge of IRS regulations, penalties, withholding, and reporting requirements

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 or 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.

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