This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately.

Responsible for performing financial, administrative, and clerical services for multiple employer benefit trust clients, including: Gathering and processing financial data to assist Senior Accountant in completion of periodic financial statements, preparing reports of financial and statistical data and assisting/supporting the Senior Accountant in various general accounting duties such as journal entries, account reconciliations, and other…

Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients.  Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks…