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Non-Qualified Plan Specialist

2 months ago

Duluth, Minnesota, United States Ascensus Full time

Ascensus is dedicated to empowering employers in securing a stable financial future for their workforce through tailored retirement solutions, insurance offerings, and expert consulting services. Our commitment to delivering holistic plan strategies and advisory support sets us apart as an independent and responsive partner in the industry.

Position Overview: The Non-Qualified Plan Administrator is an integral member of the client services team, tasked with the management, development, and servicing of corporate non-qualified benefit plans.

Key Responsibilities

  • Oversee the implementation, tracking, monitoring, and maintenance of client non-qualified benefit plan accounts, including fund investments and distributions.
  • Acquire and sustain a comprehensive understanding of the daily operational processes for assigned client plans.
  • Facilitate daily transactional activities in collaboration with the Trustee and trading desk.
  • Serve as the primary contact for participant inquiries, ensuring precise plan recordkeeping and data management.

Qualifications

  • Bachelor's degree in a relevant business discipline, along with industry experience or a suitable combination of education and experience.
  • A minimum of 2 years of experience in a related capacity within the retirement services field.
  • Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, and Adobe.
  • Demonstrated ability to excel in a dynamic environment while consistently meeting performance standards.

Preferred Skills

  • Strong analytical skills for interpreting business documents and regulatory guidelines.
  • Proficient in drafting reports, business correspondence, and procedural manuals.
  • Excellent communication abilities for effective interaction with diverse stakeholders.
  • Advanced mathematical skills and familiarity with relevant software applications.

Core Competencies

  • Analytical thinking
  • Commitment to continuous learning
  • Meticulous attention to detail
  • Effective verbal and written communication
  • Strong planning and organizational skills
  • Resourcefulness
  • Team-oriented approach
  • Effective time management

Additional Responsibilities

This job description serves as a general overview and does not encompass every duty required of the employee. Responsibilities may evolve over time.

Ascensus is dedicated to ensuring equal employment opportunities for all candidates and employees, regardless of ancestry, race, religion, gender, age, disability, marital status, military status, or any other legally protected category. We comply with all applicable federal, state, and local laws regarding Protected Status.