Ascensus · 1 week ago
Paralegal, ERISA
Lake Mary, FL
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $75K/yrAscensus 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 Paralegal role involves assisting attorneys and consultants with compliance and legal services, document management, and support related to retirement plans and regulatory agencies.
ConsultingRetirementTraining
Responsibilities
Organizing, indexing and tracking files and documents
Providing administrative support for attorneys and consultants related to retirement plan technical consulting, Internal Revenue Service (IRS) tax code, Department of Labor (DOL) regulations and other regulatory agencies
Prepare response to audit requests and subpoenas to regulatory agencies
Prepare responses to Qualified Domestic Relations Orders to participants and attorneys
Demonstrate a functional knowledge of Ascensus retirement plan documents
Assist with the determination and processing of abandoned plans
Demonstrate a functional knowledge of Ascensus retirement plan forms and notices
Complete employer level qualified retirement plan documents
Assist with fee-for-service engagements including IRS and DOL Correction Programs, Controlled Group Determinations and IRS Determination Letter Filings
Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL and IRS)
Enhance technical and industry knowledge by attending continuing education classes
Meet department service level standards
Perform other duties and projects as assigned
Qualification
Required
Associate degree in paralegal studies
Certification from the National Association of Legal Assistants (NALA) or the American Alliance Certified Paralegal (AACP) credential offered by the American Alliance of Paralegals, Inc
Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, Access and Power Point
Demonstrate excellent client service skills
Demonstrate excellent interpersonal skills, professional demeanor and positive attitude
Demonstrate strong organizational and time management skills
Accomplish detail oriented tasks within given timeframes and standards
Ability to prioritize and complete multiple tasks
Demonstrate excellent analytical and problem solving skills
Demonstrate strong written and oral communication skills
Consistently display and model the Ascensus core values and I-Client philosophy
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Founded in 1980
5001-10000 employees
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
2026-01-16
2025-10-09
Crowdfund Insider
2025-09-17
Company data provided by crunchbase