Ascensus

Title: Senior Staff Accountant, FuturePlan Location: Dresher, Pennsylvania Senior Staff Accountant, FuturePlan - Dresher, Pennsylvania - Full time - Hybrid - Ascensus Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section 1: Position Summary Responsible for assisting with the general ledger month-end close process for the FuturePlan business, including the preparation and reconciliation of balance sheets and income statements in accordance with applicable accounting standards. Provides audit support and partners with management to support financial reporting and analysis. Section 2: Job Functions, Essential Duties and Responsibilities - Own month-end close activities related to expenses, including the preparation and review of expense-related journal entries, accruals, and reclassifications, and serve as the primary expense contact. - Support other aspects of the FuturePlan monthly close, including ancillary revenue accruals, while ensuring compliance with internal control requirements. - Prepare journal entries, perform balance sheet reconciliations, conduct account fluctuation analyses, and investigate variances. - Prepare and analyze monthly profit and loss statements and balance sheet reporting. - Support external audit activities, including the preparation of supporting schedules and response to audit inquiries, as needed. - Develop and maintain clear and complete narrative documentation for accounting processes, procedures, and controls. - Ensure accurate revenue and expense recognition in accordance with U.S. GAAP; research technical accounting guidance and draft accounting memos as required. - Lead and contribute to special projects in support of management and broader finance initiatives. - Partner with business leaders and cross-functional teams to track, analyze, and explain revenues and expenses. - Proactively identify accounting issues and recommend process improvements to enhance accuracy, efficiency, and effectiveness of financial reporting. - 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. Supervision - Support the professional development of members of the accounting team including co-ops and interns. Section 3: Experience, Skills, Knowledge Requirements - Bachelor’s Degree in Accounting required. - Industry accounting experience or a mix of public accounting and industry accounting experience - 2-4 years of accounting experience. - Advanced Microsoft Excel skills are required - Ability to work effectively within tight timeframes and meet deadlines. - Highly analytical and detail oriented with an aptitude for problem solving. - Ability to work independently; strong communication and organizational skills. - Ability to streamline and improve accounting processes. - Proven ability to collaborate effectively with cross-functional teams to achieve organizational objectives. For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider. We are proud to be an Equal Opportunity Employer For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

Role Description Responsible for assisting with the general ledger month-end close process for the FuturePlan business, including the preparation and reconciliation of balance sheets and income statements in accordance with applicable accounting standards. Provides audit support and partners with management to support financial reporting and analysis. Job Functions, Essential Duties and Responsibilities - Own month-end close activities related to expenses, including the preparation and review of expense-related journal entries, accruals, and reclassifications, and serve as the primary expense contact. - Support other aspects of the FuturePlan monthly close, including ancillary revenue accruals, while ensuring compliance with internal control requirements. - Prepare journal entries, perform balance sheet reconciliations, conduct account fluctuation analyses, and investigate variances. - Prepare and analyze monthly profit and loss statements and balance sheet reporting. - Support external audit activities, including the preparation of supporting schedules and response to audit inquiries, as needed. - Develop and maintain clear and complete narrative documentation for accounting processes, procedures, and controls. - Ensure accurate revenue and expense recognition in accordance with U.S. GAAP; research technical accounting guidance and draft accounting memos as required. - Lead and contribute to special projects in support of management and broader finance initiatives. - Partner with business leaders and cross-functional teams to track, analyze, and explain revenues and expenses. - Proactively identify accounting issues and recommend process improvements to enhance accuracy, efficiency, and effectiveness of financial reporting. - 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. - Support the professional development of members of the accounting team including co-ops and interns. Qualifications - Bachelor’s Degree in Accounting required. - Industry accounting experience or a mix of public accounting and industry accounting experience. - 2-4 years of accounting experience. - Advanced Microsoft Excel skills are required. - Ability to work effectively within tight timeframes and meet deadlines. - Highly analytical and detail oriented with an aptitude for problem solving. - Ability to work independently; strong communication and organizational skills. - Ability to streamline and improve accounting processes. - Proven ability to collaborate effectively with cross-functional teams to achieve organizational objectives. Requirements - For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. - If you are unsure of your internet speed before applying, please check with your service provider. Company Description Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

• Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients. • Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities). • Conducts sales and product presentations to all intermediaries. • Provide coaching and guidance to overall Sales Team. • Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. • Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business. • Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities. • Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers. • To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity. • To help create and facilitate the delivery of proposals to required parties. • To help update and manage the sales lifecycle of the business pipeline. • To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels. • Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business. • Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans. • Performs other duties and special projects as assigned. • Develop an increased knowledge of Retirement Plans, plan design and our industry through continued training. • Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. • 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. • Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year. • Assist with other tasks and projects as assigned.

• High level review to ensure quality of client deliverables including research of pension law and regulations • Responsible for ensuring service standards remain in alignment with expectations • Serve as an expert in the valuation, administration and compliance of Defined Benefit and Cash Balance plans • Review, prepare and/or certify client projects and ensure accurate client deliverables including actuarial valuations and reports, benefit statements, plan documents, amendments and employee communications • Work performed by other teams as necessary • Answer technical questions posed by staff • Research the Internal Revenue Code and other technical resources to resolve client issues • Provide technical training for staff • Provide back up to other teams as necessary

Role Description The Document Specialist is responsible for prototype document drafting, audits and delivery for new business plans (on-boarding), provisional plan amendments (existing plans) and termination amendments (departing plans). This associate will provide timely and accurate processing of specified activities within the Department, focusing on meeting daily/weekly/monthly team metrics. The Document Specialist is also responsible for document-to-system updates and audits for New Business plans (on-boarding, Plan Rules Audit) and provisional plan amendments (existing plans). Qualifications - Ability to communicate effectively (clear, concise, professionally) with all levels within the Ascensus organization. - Demonstrates ability to document procedures that are clear and easy to understand. - Effectively solve problems with direction utilizing resources/procedures for a specific process, with a defined resolution. - Ability to focus and understand details on specific tasks while understanding to a limited extent the identified implications to the entire process associated with the task. - Address conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership. - Make decisions on participant or plan level transactions based on precedent (assistance may be required). - Ability to work efficiently with a pre-defined schedule or set of existing priorities, but also able to be flexible if a situation calls for it. - Ability to work well independently on specific tasks. - Develop and maintain rapport with others, demonstrates sensitivity and respect for others. - Completes daily work as assigned and seeks out opportunities to assist peers with daily volumes. - Will take on additional departmental responsibilities when assigned. Requirements - Four year degree or equivalent required. Bachelor’s degree in Business, Finance or related field preferred. - Familiarity with MS-Office software applications, including Excel, PowerPoint, Word, & Visio. - Ability to work overtime and meet the needs of cyclical trends of the business organization. Benefits - 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 @ascensus.com or @futureplan.com email addresses. - We will never ask you for payment or require you to purchase any equipment. - If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.

Role Description This role is responsible for creating, analyzing, managing, and delivering comprehensive reports of bank and insurance company owned life insurance (BOLI & ICOLI) policies for an assigned group of clients. They work closely with stakeholders and the Carrier Data Coordinator to ensure accuracy and relevance. Key responsibilities include data analysis and report development. This role develops and maintains a full understanding of trends for each client’s BOLI/ICOLI portfolio and performs detailed analysis to ensure accuracy of reports. This role has a direct impact on the ongoing relationship with BOLI and ICOLI clients. Qualifications - Bachelor’s degree from an accredited university in Business, Finance, Accounting, Economics, Mathematics, or related field - 3-5 years of total experience within the banking or insurance industry or equivalent combination of education and experience - Must have advanced MS Office skills, especially in Excel - Crystal Reports - Life Insurance license or ability to obtain within 6 months - In-depth knowledge of accounting principles preferred Requirements - Develops and maintains an in-depth understanding of the reporting needs for each client. - Researches and resolves any issues specific to each client concerning products, policy values, crediting rates, and other information in reports delivered. - Prepares, reviews, and delivers all client reporting. - Performs quality control checks, reports to supervisor and Relationship Manager on client satisfaction, and any other items necessary to assure customer loyalty. - Handles large volume of Personally Identifiable Information (PII) with necessary sensitivity. - Understands the differences and similarities between general account, separate account, and hybrid account insurance policies. - Comprehensive understanding of separate account BOLI/ICOLI policies and related stable value features. - Comprehensive understanding of various product mortality treatment features. - Ability to read and interpret life insurance policy and related document provisions that may impact policy performance. - Knowledge of accounting concepts and other results that may impact reporting and policy decisions. - Understanding of how tax, regulatory, and GAAP standards impact BOLI/ICOLI. - Gathers and analyzes data from various sources to identify trends and draw meaningful conclusions while developing an in-depth understanding of each client’s BOLI/ICOLI products. - Develops a process and methodology for regular yield analysis and identification of changes relevant to each client’s portfolio. - Performs various financial functions and cell manipulation in Microsoft Excel including Internal Rate of Return (IRR), VLOOKUP, etc. - Creation of ad hoc schedules and reports based on client requests/needs. - Strong understanding of time value of money concepts. - Solves complex problems and improves processes. - Maintains knowledge of proprietary BOLI/ICOLI administration system and its functions. - Assists in the implementation and ongoing maintenance and application of regulatory requirements for BOLI/ICOLI clients. - Contributes to development of executive-level reports, materials, and administrative standards for clients, and assists with the implementation of changes. - Develops and maintains full understanding of day-to-day workflow processes required for assigned client plans. - Self-starter working in a fast-paced, demanding environment under tight deadlines. - Works independently to manage assigned workload while working under pressure and can readily adapt to changing priorities. - Assists in facilitation of communication between the different business lines represented in Ascensus’ Newport team for all assigned clients. - Collaborates with others, seeks/conveys information, initiates action, adapts to change and openly shares knowledge with colleagues. - Participates in setting department standards, processes, and procedures. - 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 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. Company Description Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting 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.

• Review Service Agreement to confirm QDRO review and determination services are included in the client contract. • Review Domestic Relations Orders submitted for qualification under applicable retirement plans. • Determine whether DROs meet the requirements of a Qualified Domestic Relations Order under ERISA and the IRC. • Communicate with plan participants, alternate payees, attorneys, and internal departments regarding the QDRO qualification process. • Draft correspondence explaining deficiencies in proposed orders and suggest appropriate revisions. • Maintain accurate records of all QDRO-related activity. • Provide support to client service teams to assist plan administrators regarding compliance and procedural updates. • Ensure all determinations are consistent with plan provisions and applicable federal law. • Monitor developments in QDRO regulations and best practices. • Assist in developing and maintaining QDRO procedures.

Title: AI Senior Project Manager Location: Charlotte United States Job Description: Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. A Senior Project Manager is responsible for managing initiatives that increase in size and complexity, such as leading enterprise-wide initiatives, to accomplish organizational strategic priorities. The Senior Project Manager is accountable for owning outcomes end-to-end-not just managing tasks, plans, or timelines-and is expected to drive results, manage risk upstream, and shape decisions that maximize business impact. Expectations of the role include facilitating cross-functional teams in the alignment and prioritization of project objectives that deliver value to Ascensus. This role requires proactive leadership, strategic thinking, and the ability to anticipate challenges, surface tradeoffs early, and bring forward clear options and recommendations. This role will lead initiatives that include the implementation and scaling of AI-enabled solutions (e.g., internal or customer-facing chatbots, workflow automation, decision-support tools), requiring close partnership with technology, data, risk, and business teams to ensure responsible, secure, and measurable outcomes. The Senior Project Manager collaborates closely with business sponsors, product owners, other business and technology leaders, external parties, and teams of subject matter experts to ensure broad organizational readiness, effective risk management, and transparent and timely communications with stakeholders. Senior Project Managers are expected to serve as trusted advisors to leaders demonstrating strong business acumen, understanding leader priorities and constraints, and help leaders see impacts of decisions. The Senior Project Manager also invests in others as a mentor and advocates for agile and lean project management to improve enterprise agility. Job Functions, Essential Duties and Responsibilities - Facilitate working agreement and commitment to shared objectives with team of subject matter experts, ensuring clarity of roles and responsibilities. - Own delivery success and outcomes end-to-end, including accountability for results, risk mitigation, and course correction as needed-even when that requires temporarily stepping into execution to move work forward. - Facilitate planning and coordination of broad organizational readiness such as launch, communication and training strategies, while ensuring alignment with technology team deliverables, in support of driving incremental value. - Align with stakeholders to define success upfront using clear, measurable outcomes and indicators; continuously assess whether initiatives are delivering intended business impact, not just meeting milestones. - Apply established best-practices while working lean (eliminating waste), using strategies best-suited to the situational need, and being resilient and adaptable. - Facilitate and support cross-functional teams in aligning to deliver on desired outcomes. Proactively identify potential risks, dependencies, and issues prior to their emergence; manage dependencies actively rather than providing retrospective updates. When escalating risks and issues, include relevant context, supporting data, and a well-considered perspective-offering recommended solutions instead of simply reporting status. - Lead end-to-end delivery of AI-enabled initiatives, including chatbot implementations, from discovery and design through launch, adoption, and optimization. - Partner with product, technology, legal, and risk to ensure AI solutions are compliant, secure, and aligned with enterprise standards. - Design ways of working that enable the most effective and efficient execution and resulting impact while reducing downstream risk and minimizing surprises through strong upfront planning and dependency management. - Build and maintain communication channels and methods to provide updates on progress to both internal and external stakeholders timely and succinctly. - Translate progress, risks, and outcomes into clear, decision-oriented insights that enable leadership action. - Leverage data and other assessment mechanisms to facilitate enterprise level transparency and insights that are delivered in a consumable and meaningful format. - Manage project performance using appropriate tools and techniques. - 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. - Comply with company and unit policies and procedures and assists others in adhering. Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client. Leadership - Continually improve workflow and maximize efficiency by eliminating impediments to organizational readiness. - Guide, navigate and support teams if initiatives are forced to adjust due to resource or priority changes. - Proactively surface implications of scope, priority, or resource changes, helping leaders make informed tradeoff decisions. - Advocate for agile and lean project management as well as process improvement across the enterprise; actively engage to implement change well. - Actively engage in approaches to enabling enterprise capabilities to deliver value incrementally, optimize throughput, and improve time to market. - Drive change enablement and adoption for AI-enabled tools, ensuring stakeholders understand capabilities, limitations, and appropriate use of chatbot and automation solutions. - Use and continually develop servant leadership skills and emotional intelligence. - Provide mentoring and leadership to less experienced team members. - Model excellence in program management by setting a high bar for outcome ownership, strategic thinking, and leader partnership; coach others toward these expectations. - Proactively invest in training and learning opportunities to advance team effectiveness. Experience, Skills, Knowledge Requirements - Bachelor's Degree or equivalent work experience. - A minimum of 6 years of project management experience within the financial services, recordkeeping or similar field of work preferred. - Knowledge and application of agile methodologies preferred. - Demonstrated experience owning outcomes and driving results in complex, highly visible initiatives. - Strong strategic thinking skills with the ability to connect execution to broader business goals and long-term impact. - Excellent verbal and written communication skills. Ability to communicate with leaders using data, insights, and recommendations-not just status. - Demonstrated ability to anticipate risk, manage tradeoffs, and influence decision-making at multiple levels. - Demonstrated critical thinking skills. - Demonstration of empathy, flexibility, curiosity, and willingness to learn. - Excellent organizational skills including attention to detail and multitasking skills with demonstrated ability to work in time sensitive environment managing multiple, complex initiatives - Strong working knowledge of Microsoft Office tools and AI-enabled productivity tools (e.g., Copilot/ChatGPT) to streamline analysis, documentation, and communication. - Demonstrated experience leading or significantly contributing to the implementation of AI-enabled solutions, such as chatbots, virtual assistants, or intelligent automation. For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider. The national average salary range for this role is  $130-155k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.  Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.  Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Role Description As a Nonqualified Deferred Compensation Communications Consultant, you are passionate about educating and clearly communicating the benefits of nonqualified retirement plans. You thrive on communicating complex and challenging information in a simple to understand, straightforward manner. You write to inspire positive retirement plan behavior (enrolling, saving more, etc.) that leads to plan understanding, appreciation, and engagement. In this position, you will be responsible for creating and executing customized, targeted communication campaigns that enhance the overall participant experience and achieve measurable business objectives. Objectives may include: - Enhancing plan knowledge and appreciation - Increasing participation and contribution rates - Clarifying NQDC distribution rules and strategies - Product rollouts The NQDC Communication Consultant works to support all NQ plans, including Newport and institutional partners. Qualifications - Bachelor's degree in Communications, English, Business Administration, Marketing or related field. - At least seven (7) years experience in the retirement plan (preferably NQDC) or benefits consulting marketplace, with demonstrated expertise across various marketing disciplines including participant communications programs. - Strong attention to detail and experience proofreading and editing. - Strong PC skills, including MS Suite (advanced PowerPoint), Adobe, Illustrator, and Brainshark. - Excellent writing and creative skills. - Knowledge of graphic identity standards. - Problem solving skills: Must be proactive and resourceful and able to exercise sound judgment. - Interpersonal skills: Works well with others; able to work as a team member and interact effectively with all levels of employees including senior executives. - Strong project management skills: Able to develop and execute project plans. Manage multiple assignments at a time and work well under pressure. - Knowledge of current issues and marketplace trends. - High degree of personal initiative, dedication, and commitment to making the client’s initiative successful and of the highest quality. Must have the ability to accept responsibility for every aspect of assigned work. Requirements - For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. - Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. - If you are unsure of your internet speed, please check with your service provider. - For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Benefits - 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 @ascensus.com or @futureplan.com email addresses. - We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.

Role Description Performs functions to manage enrollment projects within the Non-Qualified Product Support team to ensure compliance with plan documents, contractual requirements and client expectations. - Acts as overall enrollment project manager by coordinating all elements of existing plan enrollments and/or coordination of new plan implementation enrollments, “in-force” plan changes and other ad-hoc projects as assigned. - Assigned projects may include, but not be limited to: - Managing technical aspects of fund replacements - Plan feature changes - Class year account consolidation - Merger/acquisition or plan restructuring activity due to corporate actions - Works with other departments such as Strategic Solutions Group, Investment Management, Client Service Managers and Plan Administrators to ensure common understanding of requirements and deliverables. - Develops and presents enrollment project calendars. - Conducts ongoing regular meetings with various department representatives to drive timely completion of enrollment project milestones. - Manages the preparation of enrollment process documentation where necessary. - Oversees the system level enrollment cycle for Non-Qualified plans, including: - Information gathering - Setting up applicable system - Reporting enrollment data to client services or other departments as necessary - Ensures that plan rules are set accurately and are tested appropriately. - Ensures that proper “linking” is established with respect to data and the downstream impact to various firm reporting systems. - Performs quality assurance audits of all projects and documentation to ensure compliance with contractual requirements and client expectations. - Provides frequent status reports to management and other related departments around the status of the enrollment process. - Effective utilization of NQ Product Support workflow system. - Reports status of all work projects to senior management and works with them to identify problems and improve efficiencies relative to the plan enrollment process. - Assists with cross-training of functions with other department members. - Coordinates up to 100+ cases at a time, effectively communicates, organizes and manages resources, and directs other department representatives as needed. - Regular, reliable and punctual attendance; reports to work as scheduled. Qualifications - 3 to 5 years in the retirement plan industry; or equivalent combination of education and experience. - Bachelor's degree (B. A.) from four-year college or university in related field (preferred but not required). Requirements - Analytical - Builds Collaborative Relationships - Detail Oriented - Hard-working - Information Seeker - Planning and Organizing - Thoroughness - Team Player - Time Management - Project management - Verbal and written communications Travel - Up to 5%. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.