Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services—and we pride ourselves in being responsive, honest, and personable.

　　Section 1: Position Summary

　　The Senior Trust Associate is part of the Processing team. This position is responsible for processing a variety of transactions in a timely manner into the correct accounts, with the correct tax codes and transaction details. The types of transactions include processing incoming deposits, outgoing disbursements or asset purchases, adjustments of account holdings, and escrow disbursements.

　　Section 2: Job Functions, Essential Duties and Responsibilities

　　Process high volumes of transactions daily accurately and efficiently

　　Review documentation and process transactions based off specific client instructions

　　Ensure transactions are coded correctly for tax reporting purposes

　　Handle general inquiries from coworkers, clients, or agents Maintain knowledge on current processes, procedures, and IRS regulations

　　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.

　　Section 3: Experience, Skills, Knowledge Requirements

　　High School diploma, GED, or equivalent

　　Excellent communication and interpersonal skills at all levels in the organization

　　Strong analytical skills coupled with the ability to think and act strategically

　　Basic Microsoft Office program skills (Word, Excel, PowerPoint, Etc.)

　　Ability and drive to complete tasks accurately and efficiently by specified cut-off times

　　Strong organizational and time management skills

　　Keen attention to detail and strong problem-solving skills 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

　　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 validity of a job posting, we strongly encourage you to apply directly through our website.