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 together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

　　Serve as a resource to retirement plan consultants for matters related to Trust Accounting. This person will focus on reconciling trust assets for Defined Contribution, Defined Benefit, and/or Cash Balance plans. A Trust Analyst will be handling multiple priorities and deadlines. Retirement Plan Consultant is able to handle client meetings both in person and via phone.

　　Section 2: Job Functions, Essential Duties and Responsibilities

　　Input trust data from brokerage reports, bank statements and other financial documents

　　Reconcile and balance debit and credit entries in order to prepare reports

　　Organize trust files/statements within client folders

　　Review and reconcile loan and distribution transactions

　　Analyze numeric information and identify discrepancies

　　Identify missing information, list reconciliation issues and communicate with Retirement Plan Consultants

　　Prepare follow up letters relating to trust issues

　　Review non-qualifying assets

　　Identify assets held at more than 20% of plan assets

　　Track late deferral deposits and calculate interest

　　Meet / exceed all quality, productivity and turnaround goals

　　Ability to work overtime to meet business deliverables

　　Assists retirement plan consultants on plan audits, if applicable

　　Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients

　　Provides effective verbal and written communications in a clear, concise and informative manner

　　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.

　　Assist with other tasks and projects as assigned

　　Section 3: Experience, Skills, Knowledge Requirements

　　General knowledge of types of pension plans and their financial arrangements.

　　Basic understanding of financial reporting requirements of IRS Form 5500 and related attachments

　　Understanding of account reconciliation methods

　　Knowledge of participant loans, partnership valuations, employer stock investments and reporting of insurance policies

　　Understands how trust accounting relates to our pension software

　　Effective oral and written communication skills

　　Analytical and critical-thinking skills

　　Organization and prioritization skills

　　Detail orientation and accuracy

　　Ability to work independently

　　Excellent Interpersonal skills

　　Demonstrates initiative

　　Good judgment

　　Intermediate Excel: Ability to develop and use spreadsheets

　　Intermediate Word: Ability to create letters and documents

　　10-Key: Proficient use to input quantities of numeric data

　　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.