Ascensus · 2 days ago
Trust Senior Specialist
United States
Full-time
Remote
Senior Level, Lead/Staff
$50K/yr - $65K/yr
10+ years expAscensus 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 Trust Senior Specialist will assume broader responsibilities including leading projects, supporting onboarding, and acting as a backup for the Manager while demonstrating advanced communication and decision-making skills.
ConsultingRetirementTraining
Responsibilities
Act as a Subject Matter Expert who represents the broader interests of the department or division by both leading and participating in strategic initiatives, projects, and organization change management
Partners with Manager to design and execute on-boarding plans for new associates
Provides backup coverage for Manager on interim and short-term basis
Provides effective and timely verbal and written communications in a clear, concise and informative written manner
Masters the I-Client Philosophy and approach and is able to positively influence their teams use of the I-Will Statements
Provides additional support for Consultants to assist with their mission of driving World Class Client Satisfaction
Capable of performing for all aspects of trust reporting, so they can assist Consultants during times of peak resource demand
Supports Total Quality Management procedures within own workgroup to ensure work going to client is 100% accurate
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
Our I-Client service philosophy and our 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
Assist with other tasks and projects as assigned
Act as a back up to Manager
Qualification
Required
10 or more years ERISA experience in the pension industry
Advanced Word, Excel (Expert level), and Outlook skills
Advanced written and oral communication skills
Advanced understanding and knowledge of all pension plan types
Analytical and problem solving skills
Demonstrated attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
Ability to effectively plan and assign work and supervise support staff
Leverages extensive ERISA knowledge to consult and resolve pressing client issues
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
Bachelor's degree preferred
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.
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
2026-01-20
2026-01-16
Company data provided by crunchbase