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IRA Specialist/Consultant (all levels encouraged to apply)

Company: Ascensus
Location: Dresher
Posted on: December 6, 2017

Job Description:


Position Purpose: Primary responsibilities include providing consulting services to Ascensus clients through Ascensus technical access service, providing in-house consulting, conducting seminars, technical research, analysis and special projects as assigned.Essential Duties and Responsibilities: Phones

  • Answer 1-800 QRP queuesTraining
    • Conduct presentations at the ERISA technical consulting meeting or other internal ERISA department training
      • Co-teach QRP seminars and webinarsLegal Retirement Plan Document Drafting
        • Demonstrate a functional knowledge of Ascensus retirement plan documentsForms
          • Demonstrate a functional knowledge of Ascensus retirement plan forms and noticesEmployer Level QRP Document Drafting
            • Complete employer level qualified retirement plan documentsEmployer Plan Document Reviews
              • Review prototype document for application in Plan Services Group/Document Compliance ServicesFee-for-Service Engagements (Corrections, Controlled Group Determinations, Determination Letter Filings)
                • Assist with fee-for-service engagements
                  • Independently create interdepartmental correspondence regarding fee-for-service engagements
                    • Assist with basic external fee-for-service consultationsSpecial Projects (IT, project management)
                      • Participate in special projectsResearch
                        • Complete basic QRP research projects and present basic QRP research findingsRetirement Technical Knowledge (QRP and specialty plans (e.g., 403(b), 457, DB, Cash Balance, ESOP, non-qualified, 409A))
                          • Demonstrate a basic understanding of the main features and common differences between the various plan types (e.g., QRP, 403(b), 457, DB, Cash Balance, ESOP)Industry Knowledge
                            • Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL and IRS)Continuing Education
                              • Enhance technical and industry knowledge by attending continuing education classesSLAs
                                • Meet department service level standards
                                  • Perform other duties and projects as assignedProbationary Period
                                    • Complete QRP new associate training and pass oral evaluation within 12-18 weeksMinimum Requirements:Internal Exams
                                      • Internal QP Oral ExamDegrees
                                        • Bachelors degree in business, finance, accounting or a related fieldCore Values & I-Client
                                          • Consistently display and model the Ascensus core values and I-Client philosophySoftware Applications
                                            • Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, and Power PointSkills
                                              • Demonstrate excellent client service skills
                                                • Demonstrate excellent interpersonal skills, professional demeanor and positive attitude
                                                  • Demonstrate strong organizational and time management skills
                                                    • Accomplish detail oriented tasks within given timeframes and standards
                                                      • Ability to prioritize and complete multiple tasks
                                                        • Demonstrate excellent analytical and problem solving skills
                                                          • Demonstrate strong written and oral communication skills
                                                            • Demonstrate strong seminar training and presentation skills"The I-Client philosophy and the Core Values of People Matter, QualityFirst and Integrity Always should be visible in your actions on a day today basis showing your support of our organizational culture."

                                                              Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.

                                                              Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

                                                              Keywords: Ascensus, Philadelphia, IRA Specialist/Consultant (all levels encouraged to apply), Professions, Dresher, Pennsylvania

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