North Dakota

Trust Associate II

Job description          

Department Responsibilities: Ascensus Trust is responsible for the back office trust processing for plans including processing incoming contributions (checks, wires, and ACHs), reconciling accounts, and processing settlement of NSCC trades. This team works closely with internal and external clients to ensure transactions are processed in a timely manner and exceptions are resolved as quickly as possible. Position Purpose: The Trust Associate will support the team in providing a high level of service to both internal and external clients. The Trust Associate will provide timely and accurate processing of specified trust operational activities within the department, focusing on meeting daily/weekly/monthly SLAs. The role also involves understanding trust operational workflows as it relates to the individual role and the Trust operations as a whole. Skills/Competencies: The candidate must be able to demonstrate the skills/competencies as listed below.Communication Skills - Communication is primarily with peers and supervisor on specific assigned tasks. Demonstrates ability to clearly articulate and document action taken or action necessary.Technical Knowledge - No to minimal ERISA knowledge or job specific technical knowledge required. Basic understanding of assigned tasks underpinning Operational functionProblem Solving- Effectively solves problems with direction to do so utilizing resources/procedures for a specific process, with a defined resolution.Detail Oriented Vs. Big Picture- Generally focuses on details of a specific task related to a process. Focus is entirely task based vs. conceptual.Conflict Resolution - Identifies and escalates conflict so that it can be addressed by senior associates and/or leadership.Training/Mentoring - New associate that requires training in business functionRisk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required).Planning/Organizing - Generally plans for current day in order to meet task specific objectives as defined. Generally planning for self only. May require some assistance with department specific task organization.Time Management/Prioritization - Works best with a pre-defined schedule or set of existing priorities. Needs assistance dealing with conflicting priorities. Responsibility to manage own tasks.Work Style - Requires regular direction. Once direction received, is able to effectively complete tasks and report results.Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Will take on additional departmental responsibilities when assigned. Job Duties/Responsibilities: DistributionsTimely and accurately process returned checksHandle escheatment process based on state requirementsManage and reconcile daily fee activityPay TPA fees according to specific schedulesFollow up on state tax filing inquires/process state tax withholding General duties and responsibilities:Resolve internal and external client issues by responding professionally to all correspondence within communicated and departmental standard timeframes.Meet expectations of job by attendance, punctuality as indicated in the employee policy handbook.Provide management reporting as required.Achieve service level goals as identified.Participate in audit activities and cyclical events as required.Perform other duties and/or special projects as assigned.Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client.The I-Client philosophy and the 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. Additional Requirements:Associates degree in Accounting, Business Administration, Mathematics, or equivalent work experienceFamiliarity MS-Office software applications, including Excel and WordAbility to work overtime as necessary
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.
Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws
Ascensus North Dakota jobs

Ascensus

North Dakota jobs

North Dakota jobs

 North Dakota jobs  North Dakota jobs
Shift Supervisor
2019-08-17

SHIFT SUPERVISOR
Cavendish Farms is a leading producer of frozen food products for retail and foodservice markets throughout Canada, the United States, and around the world. We have state-of-t...

Crew Member
2019-08-17

We are seeking a Crew Member who like to lead people and grow business by giving great customer service.

Franchisee of Hardee’s Restaurants, LLC, DORO Incorporated, has owned and operated ...

B2B Sales Account Manager
Are you tired of your job? Are you looking to change your career? Are you interested in learning a different industry? Are you already part of the insurance indus...

Optical Lab Technician This is for a full-time position. Are you looking for a career that will bring you “home?” A career with a company that has one of the absolute best store leadership teams on...

Colonial Life is looking for an aspiring sales professional who is highly motivated, professional and wants to make a difference in people’s lives to join a local sales teams across the upper Midwe...

Ascensus North Dakota jobs

Ascensus (North Dakota jobs)

 Jobs in organization(state)

Assistant Data Coordinator The University of Mary in Bismarck, ND is seeking an Assistant Data Coordinator. This position will be responsible for serving as a system administrator for the admission...

Section 1: Position Summary The IRA Customer Service Specialist position is responsible for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. ...

Guest Service Lead
2019-08-13

Drive your Future! Pilot Flying J is seeking an experienced Retail General Manager to oversee our high-volume retail facilities. You will be responsible for the generation and execution of travel c...

Sales Rep, Ind.
2019-08-13

What we do:
Rain for Rent moves water every day. We are the leading provider of temporary liquid handling solutions and are known for our systems engineering expertise, ability to tackle comple...

HSE Coordinator
2019-08-13

RESPONSIBILITIES: Supports and leads the Surface Business Unit compliance efforts. Monitors regulatory compliance with Federal, State and Local requirements related to training, recordkeeping, perm...