Trust Associate I

ASCENSUS   Las Vegas, NV   Full-time     Administration / Clerical
Posted on November 3, 2021

Section 1: Position Summary

Responsible for transaction processing, organizing and administering client documents, providing excellent customer service to internal and external clients while understanding and following policies and procedures.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Review client requests to confirm documentation is complete and transactions comply with requirements, and follow-up on incomplete requests as needed
  • Process daily deposits
  • Process and distribute incoming & outgoing mail
  • Process transaction requests, input data and proof reports
  • Process new account setup, including Welcome Letters and other client notifications
  • Load documents into imagining system and scan/distribute documents
  • Meet / exceed all quality, productivity, and turnaround goals
  • Provide telephone and website customer service
  • Order and stock supplies
  • 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 classes in business and accounting is desirable
  • Meet or exceed all quality, productivity, and turnaround goals
  • Experience in financial services industry is preferred
  • Effective oral and written communication skills
  • Attention to detail and ability to proof
  • Good interpersonal skills
  • Ability to multi-task, prioritize and meet deadlines
  • Self-directed with ability to take initiative
  • Work closely with others in a team setting
  • Bilingual Spanish very desirable
  • Software Skills:  Access, MS Office 2007 (Word, Excel, & Outlook)
  • Knowledge of math, accounting, and reconciliation functions
  • Basic knowledge of tax qualified individual (IRA) or employer retirement plans (401k) characteristics is preferred
  • Utilize effective research skills

We are proud to be an Equal Opportunity Employer

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.