Chennai, Tamil Nadu, India · On-site
Roles & Responsibility: Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Responsible for performing various processes like loans, distributions, census, …
Skills: Financial services, 401(k) plan administration, Reconciliation, Data processing, Analytical skills
Swindon, England, United Kingdom · Remote OK
$65k–$75k/yr
AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provi…
Skills: Compliance testing, Form 5500 reporting, Defined contribution plans, Nondiscrimination testing, IRS regulations
Pittsburgh, Pennsylvania, United States · Remote OK
$60k–$80k/yr
AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provi…
Skills: Plan document compliance, Retirement plan solutions, New business transition, Plan design consultation, CRM
Pittsburgh, Pennsylvania, United States · Remote OK
$80k–$95k/yr
AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provi…
Skills: ERISA compliance, Nondiscrimination testing, Qualified retirement plans, QDRO reviews, Plan design
Swindon, England, United Kingdom · Remote OK
$60k–$70k/yr
FiduciaryxChange, recently integrated as part of Ascensus, is dedicated to reducing the risk and administrative burden of adhering to ERISA guidelines. Our suite of flexible and comprehensive fiduciary services helps 401…
Skills: ERISA guidelines, Qualified plan experience, Compliance testing, Plan administration, Fiduciary services
Pittsburgh, Pennsylvania, United States · On-site
AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provi…
Skills: Business Analysis, Functional Specifications, Requirement Gathering, Agile, Scrum
Pittsburgh, Pennsylvania, United States · On-site
American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art trading and custodial reporting of mutual funds, exchange-traded funds, managed accounts, unitized funds, equities, collectiv…
Skills: Customer Service, Call Center Operations, Data Entry, Microsoft Office, Adobe
Swindon, England, United Kingdom · Remote OK
$45k–$50k/yr
FiduciaryxChange, recently integrated as part of Ascensus, is dedicated to reducing the risk and administrative burden of adhering to ERISA guidelines. Our suite of flexible and comprehensive fiduciary services helps 401…
Skills: Qualified plan experience, Transaction processing, Bilingual in English and Spanish, Interpersonal skills, Oral communication
Florida, United States · Remote OK
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting …
Skills: Financial Reconciliation, Asset Management, Trust Setup, Data Integrity, MS Excel
Lake Mary, Florida, United States · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Sales, Relationship Management, Customer Service, Consultative Selling, Prospecting
Glendale, California, United States · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Sales Leadership, Regional Sales Management, RPS Sales
Winnipeg, Manitoba, Canada · Remote OK
$175k–$200k/yr
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Sales strategy, Client retention, Leadership, Relationship management, Strategic planning
Pennsylvania, United States · Remote OK
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting …
Skills: Compensation Consulting, Executive Compensation, Workforce Compensation, Sales, Project Management
Lake Mary, Florida, United States · On-site
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting …
Skills: Business Analysis, Data Analysis, Reporting, Process Improvement, Stakeholder Management
Charlotte, North Carolina, United States · Remote OK
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting …
Skills: Relationship Management, Customer Service, Client Retention, MS Office, Excel
Baxter, Minnesota, United States · On-site
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This po…
Skills: Technical writing, Copywriting, Proofreading, Project management, Communication planning
Newton, Massachusetts, United States · On-site
Section 1: Position Summary The Mail Operations Representative is accountable for providing high quality services to 529 plans via mail requests and following documented procedures. This position provides client services…
Skills: Mail processing, Document scanning, Financial vouchers, Remote check deposit, Data entry
Dresher, Pennsylvania, United States · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Salesforce, Service Cloud, Lightning Web Components, Apex, JavaScript
Phoenix, Arizona, United States · Remote OK
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting …
Skills: Retirement services, Non-qualified plans, Plan administration, Risk mitigation, Data accuracy
Charlotte, North Carolina, United States · Remote OK
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section…
Skills: Excel, Word, PowerPoint, Access, Financial Operations
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Financial Analyst is responsible for processing loans, distributions, census data, and trust accounting for 401(k) plans. They must meet business metrics regarding productivity and quality while identifying and escalating process issues to the team lead.
Candidates should have a degree in Finance or Accounting and a basic understanding of the financial services industry. Proficiency in MS Office, specifically Excel, along with strong analytical and problem-solving skills is required.
Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.
Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement.
Functions include – only processing the above-mentioned processes.
Delivering the set expectations in terms of key business metrics like productivity, volume count and quality.
Apart from processing, the team member should be able to Review Process.
Ability to accurately process high volume within the specified time frame.
Identify the issues/problems related to processes if any and cascade to the respective team lead.
Financial analyst requires should possess brief understanding of financial services industry, specifically focusing on 401(K) plan administration, should be avid learner willing to adapt and work in a team environment.
Graduate / Postgraduate in Finance/Accounting background
Proven track record of working effectively in flexible work environment in a result-oriented approach
Good communication skills and Good Problem solving and analytical skills
Should be a Self-Learner
Basic MS Office knowledge and preference to good working knowledge of Excel
Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement)
Good Knowledge in Reconciliation concepts
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.
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Offices: 200 Dryden Road, Dresher, PA 19025, US · 95 Wells Avenue, Suite 160, Newton, MA 02459, US · 1126 Westrac Drive South, Fargo, ND 58103, US · 415 8th Ave NE, Brainerd, MN 56401, US
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Offices: 200 Dryden Road, Dresher, PA 19025, US · 95 Wells Avenue, Suite 160, Newton, MA 02459, US · 1126 Westrac Drive South, Fargo, ND 58103, US · 415 8th Ave NE, Brainerd, MN 56401, US
