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Ascensus

Ascensus is one of the nation’s largest independent providers of retirement, college, and healthcare savings services, supporting more than 43,000 retirement

ERISA Consultant

Location

Pennsylvania

Posted

4 days ago

Salary

0

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

ERISA Consultant

Ascensus

• Provide consulting services to internal and external clients, client’s attorneys and CPAs • Conduct Peer Call Reviews and provide feedback to colleagues • Conduct presentations and technical training • Develop advanced training modules • Draft and update retirement plan documents and notices • Conduct compliance audits and perform fee-for-service engagements • Execute research projects and write industry articles • Mentor Consultant (Level 2)

Job Requirements

  • Bachelor’s degree in business, finance, accounting, or a related field
  • 5 years of Ascensus experience or 7 years industry experience
  • CFP, CTFA, CFA, CEBS preferred
  • Software proficiency in Outlook and MS Office (Word, Excel, Power Point, Teams), basic proficiency in Access
  • Excellent client service, interpersonal skills, professional demeanor, and positive attitude

Benefits

  • Continuing Education
  • Health insurance
  • Flexible working hours

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