Ascensus · 2 months ago
Operations Associate
Dresher, PA
Full-time
Onsite
New Grad, Entry LevelAscensus 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. The Operations Associate will support the team in providing a high level of service to both internal and external clients, focusing on timely and accurate processing of specified operational activities within the department.
ConsultingRetirementTraining
Responsibilities
Ensure timely and accurate routing of transactions to all internal business groups
Scan daily hard copy mail received into imaging system. (Mail Operations specific)
Responsible for all aspects of ad hoc and daily mailings (Fulfillment specific)
Collaborate with team members to continuously improve processes and in meeting goals
Provide input to management on client issues and escalate potential risks that could potentially impact either client satisfaction and/or financial liability
Achieve service level goals for all lines of business
Research and resolve comments or client requests as assigned
Provide feedback/solutions to leadership to minimize risk and improve processes
Represent Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence
Meet expectations of the job by attendance and punctuality as indicated in the employee policy handbook
Work in a team environment to ensure the common goals for the team are achieved and provide exceptional customer service to our clients
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
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
Qualification
Required
Bachelors degree in Business Administration, Management, Finance or equivalent work experience
Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio
Ability to work overtime as necessary
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 function
Problem Solving- Processes work items per procedural direction. Requires assistance in solving problems that involved non-standard items
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 function
Risk Taking/Decision Making - Recognizes instances where a decision is required for an item within their assigned tasks and escalates effectively
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 tasks as assigned within appropriate time frames. Does not seek out regularly additional responsibilities. Works best when able to complete one task before starting another
Ensure timely and accurate routing of transactions to all internal business groups. Scan daily hard copy mail received into imaging system. (Mail Operations specific)
Responsible for all aspects of ad hoc and daily mailings (Fulfillment specific)
Collaborate with team members to continuously improve processes and in meeting goals
Provide input to management on client issues and escalate potential risks that could potentially impact either client satisfaction and/or financial liability
Achieve service level goals for all lines of business
Research and resolve comments or client requests as assigned
Provide feedback/solutions to leadership to minimize risk and improve processes
Represent Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence
Meet expectations of the job by attendance and punctuality as indicated in the employee policy handbook
Work in a team environment to ensure the common goals for the team are achieved and provide exceptional customer service to our clients
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
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
Preferred
Familiarity with Access
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Founded in 1980
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase