Job Functions
, Essential Duties and Responsibilities
- Act as Subject Matter Expert for Document Services in project / product meetings and assist in documentation and training : Participate in working through changes needed for the document processesProvide specific trainingCoordinate needed updates to procedural documentation
- Manage all elements of plan document events and tasks that include detailed needs assessment review, service definition, coordination with multiple parties
- Collaborate with leadership and team members to continuously improve and automate document processes
- Provide input to leadership on client issues and weekly / monthly reports as defined
- Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and / or financial liability
- Act as mentor and coach to other Document Services staff and provides one-on-one and group training to staff as requested
- Facilitate process improvement initiatives specific to document services including analysis, testing support and quality controls and procedural documentation.
- 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
Responsible for the design and supervision of automated document processesManage 3-5 document projects with established timelines and / or budgetsSection 3 : Experience, Skills, Knowledge Requirements
Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experienceMinimum of 3 years of industry experience in retirement services environment including client services experienceStrong knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype)Strong presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency.Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client baseComputer literacy with recordkeeping systems and trust systems; experience with plan document generation systems preferredProficiency in MSOffice software applications, specifically Word, Excel, Access, and VisioStrong analytical and problem resolution skillsAbility to work in a team environment to ensure common goal of providing exceptional customer serviceAbility to work well under pressure with multiple priorities and deadlines in a high stress environmentAbility to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the companyMust possess strong facilitation, negotiation, and conflict resolution skillsAbility to escalate issues to appropriate levels within an organizationAbility to facilitate meetings to obtain feedback and information and document findingsWe are proud to be an Equal Opportunity Employer
The national average salary range for this role is $43K-88K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include : 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit