Trust Analyst, Specialization

Trust Position

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

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 / A

Experience, Skills, Knowledge Requirements :

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