交易专员
Transaction Specialist
AmericanTCS，最近作为Ascensus的一部分，已有超过50年的持久历史，体现了力量和韧性，同时在退休行业推动变革和创新。我们提供多样化的定制退休计划解决方案，象征着韧性、灵活性和力量。
FiduciaryxChange，由AmericanTCS提供，为受托人治理提供完整方案，激励参与者为体面的退休做准备，定义了退休计划的卓越标准。该职位将负责完成交易，如贷款、困难支出、终止分配、QDRO、RMD和在职分配。他们将遵循7步流程以确保交易准确并防止欺诈。该职位需要与参与者直接联系和互动。
职责
• 完成参与者的交易请求
- 回应计划发起人的问题或协调服务提供商
- 维护ATCSF Admin系统中的联系人变更
- • 持续监控支持和团队邮件
- • 协助监督计划发起人的服务请求
- • 完成年度和中期通知和披露
- • 协助审计和年度合规数据收集
• 强制退出监控和处理
技能与资格
• 本科或副学士学位
- 至少2年的合格计划经验
- • 英语和西班牙语双语
- • 具有合格计划文件经验者优先
- • 良好的人际交往能力
- • 出色的口头和书面沟通能力
- • 能够在规定时间内组织、优先处理并管理多项任务
- • 出色的分析和批判性思维能力
- • 熟练使用Microsoft Office套件，尤其是Excel。熟悉Microsoft Word和Adobe Acrobat者优先。
全国平均薪资为45,000至50,000美元，不含任何奖金和福利。此薪资范围代表该职位的最低和最高值。实际提供的薪资可能因多种因素而有所不同，包括但不限于地点、经验、绩效和内部薪酬对齐情况。我们预计新入职的候选人不会从该范围的高端开始，但个别情况下可能会出现这种情况。其他奖励和福利可能包括：401(k)匹配、医疗保险、牙科保险、视力保险、带薪休假等。如需更多信息，请访问。
注意防范就业诈骗。所有电子邮件通信请通过官方渠道进行。
查看英文原文
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 provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength.
FiduciaryxChange, by AmericanTCS, provides complete Fiduciary
governance to inspire participants to save for a dignified retirement
defining a retirement plan standard of excellence. This position will be
responsible for completing transactions, such as loans, hardship,
termination distributions, QDROs, RMDs, and In-service distribution. They
will follow a 7 step protocol to make sure the transaction is accurate and to
prevent fraud. The position requires direct contact and interaction with
participants.
Responsibilities
• Completes participant transaction requests
- Responds to Plan Sponsor questions or co-ordinates with
service providers
- Maintains the ATCSF Ad min system contact changes
- • Ongoing daily monitoring of support and team emails
- • Assists in overseeing plan sponsor service requests
- • Completes annual and interim notices and disclosures
- • Assist with Audit and YE Compliance Data Collection
• Force out monitoring and processing
Skills & Qualifications
• Bachelor's or Associate Degree
- At least 2 years of qualified plan experience
- • Bilingual in English and Spanish
- • Qualified plan document experience would be a plus
- • Strong interpersonal skills
- • Excellent oral and written communication skills
- • Ability to organize, prioritize, and manage multiple tasks within
- established timeframe
- • Excellent analytical and critical thinking skills
- • Exceptional skills in Microsoft Office Suite, Excel, preferred.
- Being familiar with Microsoft Word and Adobe Acrobat a plus.
The national average salary is $45,000 - $50,000, exclusive of any bonuses and benefits. This salary range represents the low and high end 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 .
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail 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.
Originally posted on Himalayas