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Ascensus
Ascensus
5,001 – 10,000 Employees
H1B Visa SponsorConsultingFinanceInsurance
Ascensus provides administrative and recordkeeping services across the retirement, education, insurance, and financial services sectors. Its work supports individuals and organizations pursuing financially secure retirement outcomes and quality education, with teams focused on service delivery, operational excellence, and high standards. Ascensus emphasizes integrity, quality, diversity, inclusion, and equal opportunity as part of its workplace culture, and hires across a broad range of professional functions.
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Onboarding Consultant, FuturePlan

Manage client and advisor implementations for FuturePlan, Ascensus’s national retirement plan administrator. Coordinate plan conversions, documentation, training, quality reviews, and handoffs to ongoing service teams.

USUnited StatesNYNew YorkRemoteFull-timeMiddleSeniorEnglish RequiredConsultant
React

Description

  • Oversee onboarding for newly sold retirement plans, including startups and takeovers.
  • Set expectations with clients and advisors, and keep implementations on schedule.
  • Review plan conversions and account transitions for quality and accuracy.
  • Manage caseloads to meet departmental quality and timeliness goals.
  • Explain roles and implementation progress to clients, advisors, and internal teams.
  • Coordinate the review and completion of implementation and onboarding documents.
  • Maintain workflow systems and status reports with onboarding activity and progress.
  • Train clients on their tasks and help resolve issues.
  • Track internal teams’ tasks to ensure completion by scheduled due dates.
  • Escalate client concerns, onboarding delays, and potential service or financial risks.
  • Contribute to solution teams developing new or enhanced services.
  • Explain ongoing administrative services to clients and financial advisors.
  • Transfer completed onboarding cases to service consultants, noting any open issues.
  • Safeguard confidential FuturePlan and client information.
  • Complete other assigned tasks and projects.

Requirements

  • Bachelor’s degree in accounting, business administration, mathematics, or equivalent work experience.
  • Proficiency with Microsoft Office applications, including Excel and Word.
  • Preferred: 1–3 years of experience in financial services or retirement services.
  • Preferred: At least two years of experience with Relius, ASC, FT William, or a similar administration recordkeeping system.
  • Basic knowledge of ERISA, DOL and IRS regulations, and plan documents.
  • Strong presentation, telephone, client service, and time management skills, with a professional approach.
  • Strong written and verbal communication skills.
  • Computer literacy with recordkeeping and trust systems, plus experience with plan reconciliations.
  • Strong analytical, detail, accuracy, and problem-solving skills.
  • Ability to work collaboratively in a team.
  • Ability to adapt productively to change and handle other essential duties as assigned.
  • Ability to manage multiple priorities and deadlines under pressure.
  • Sound judgment when handling issues that could create financial or client relationship liabilities.
  • Strong facilitation, negotiation, and conflict resolution skills.
  • Ability to escalate issues to appropriate levels within the organization.
  • Ability to work additional hours when needed to meet business needs.

Benefits

  • Full-time employment.
  • Ascensus training sessions and ongoing self-study.

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