Non-Qualified Plan Administrator

2 weeks ago

Duluth, Minnesota, United States Ascensus Full time

About Ascensus: Ascensus is dedicated to helping employers provide their employees with a secure financial future through a variety of retirement plans, insurance options, and consulting services. We pride ourselves on delivering comprehensive solutions and expert guidance to plan sponsors and their advisors, ensuring independence, experience, and responsiveness.

Position Summary: 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 plans.

Key Duties

  • Oversee, track, and maintain client non-qualified benefit plan accounts, including fund investments and distributions.
  • Acquire and sustain a thorough 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.

Required Qualifications

  • Bachelor's degree in a relevant business field, or equivalent industry experience.
  • A minimum of 2 years of experience in a related position within the retirement services industry.
  • Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, and Adobe.
  • Demonstrated ability to excel in a dynamic work environment while consistently meeting performance benchmarks.

Preferred Skills

  • Strong analytical skills to interpret business documents and regulations.
  • Ability to draft reports, business correspondence, and procedural manuals.
  • Excellent communication skills for effective interaction with diverse stakeholders.
  • Advanced mathematical skills and proficiency in relevant software applications.

Core Competencies

  • Analytical thinking
  • Commitment to continuous learning
  • Attention to detail
  • Effective verbal and written communication
  • Planning and organizational skills
  • Resourcefulness
  • Team collaboration
  • Time management

Additional Information

This job description is not exhaustive and may evolve as the role develops over time.

Ascensus is committed to 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 adhere to all applicable federal, state, and local laws regarding protected status.

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