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.

　　Job Description

　　Section 1: Position Summary

　　Trust position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.

　　Section 2: Job Functions, Essential Duties and Responsibilities

　　Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles

　　Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials

　　Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans

　　Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines

　　Prepares trust accounting reports for Clients

　　Supports and completes assigned quality assurance reviews

　　Review non qualifying assets

　　Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues.

　　Ability to successfully integrate information from alliance partners into pension software

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

　　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

　　Supervision

　　N/ASection 3: Experience, Skills, Knowledge Requirements

　　Bachelor’s degree preferred

　　Minimum of 2 years of advanced math education preferred

　　3 – 5 years of prior ERISA experience in the retirement industry preferred

　　3 - 5 years of experience in analysis of financial data required

　　Strong Word, Excel (Advanced), and Outlook skills

　　Strong written and oral communication skills

　　Strong analytical and problem solving skills

　　Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters

　　Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements

　　QKA designation preferred

　　Ability to work additional hours during peak periods

　　Prior experience with plan administration software, i.e. Relius

　　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.