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Ascensus
- Dresher, PA / Austin, TX / Cedar Rapids, IA / 1 more...
The position is for a full time Fall internship (approx. 40 hours per week). The position will report directly to the Technical Accounting Manager and will work closely with all Accounting Managers and accountants and will primarily be responsible for assisting with the preparation of regulatory financial statements and various projects supporting the audited financial st
Posted 1 day ago
Ascensus
- Minneapolis, MN / Sacramento, CA / Jacksonville, FL / 4 more...
To assist in overall revenue generation and relationship management of clients by efficiently making outgoing sales calls to the prospect and client base, handling incoming leads and facilitating education and speaking engagements at COIs (Asset mgmt. companies, law firms, CPAs, trade associations, etc.). Section 2 Job Functions, Essential Duties and Responsibilities Resp
Posted 1 day ago
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. JOB SUMMARY The No
Posted 2 days ago
Ascensus
- Phoenix, AZ / Jacksonville, FL / Boise, ID / 1 more...
Assists Client Service Managersin providing best of class service to our clients. Determines vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra departmental requests and manages reoccurring projects. Essential Functions Reasonable accommodations may be made to enable
Posted 3 days ago
Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide timely and accurate processing of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. The role also involves a deep understanding of operational workflow
Posted 3 days ago
Ascensus
- Minneapolis, MN / Boston, MA / Chicago, IL / 1 more...
This position is responsible for product development and marketability of the Individual(k) administrative service offering. This position is responsible for coordinating all communications regarding the product to affected internal departments, to financial organization partners and the sponsoring employers. This position is also responsible for working with management t
Posted 2 days ago
Ascensus
- Greensboro, NC
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary Develo
Posted 3 days ago
Ascensus
- Newton, MA / Boston, MA / Chicago, IL / 5 more...
At Ascensus,technologyis more than just a solution.It powers the business that helps millions of people save for what matters retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and p
Posted Today
Ascensus
- Madison, WI / Atlanta, GA / Bridgeport, CT / 2 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary Builds
Posted Today
Ascensus
- Dresher, PA / Atlanta, GA / Chicago, IL / 7 more...
FuturePlan is the nation's largest third party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds high touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined t
Posted Today
J O B S UMMARY Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement. E SSE NTIAL F UNCTIONS Reasonable accommodations may be made to enable people with
Posted 1 day ago
The Trust Associate will support the team in providing a high level of service to both internal and external clients. The Trust Associate will provide timely and accurate processing of specified trust operational activities within the department, focusing on meeting daily/weekly/monthly SLAs. The role also involves understanding trust operational workflows as it relates t
Posted 6 days ago
Ascensus
- Jacksonville, FL / Charlotte, NC / Dresher, PA / 2 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary Manage
Posted 7 days ago
Ascensus
- Phoenix, AZ / Chicago, IL / Dallas, TX / 1 more...
FuturePlan is the nation's largest third party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds high touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined t
Posted 8 days ago
Serve as primary point of contact providing specialized trust and fiduciary services to high profile institutional accounts, including qualified and non qualified plans sponsored by Fortune 500 companies Section 2 Job Functions, Essential Duties and Responsibilities Nurtures long standing relationships with clients by delivering high quality and responsive service that ex
Posted 13 days ago
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