Ascensus · 17 hours ago
Intern, FuturePlan
Ascensus is the nation’s largest third-party administrator of retirement plans, partnering with advisors across the country. The intern role is designed to provide students with practical experience by applying classroom theory to real-world situations, enhancing their academic and career goals through project involvement and skill development.
ConsultingRetirementTraining
Responsibilities
Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client
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
Partner with team mentor for day to day assignments to meet deadlines and deliverables related to projects and or weekly goals
Demonstrate the highest level of professionalism, which includes arriving on time for designated work, notifying your leader of any deviations from the established schedule, and dressing to the standards of the organization and the work being performed
Adherence to the organization’s policies and procedures
Communicating effectively with peers, leaders, assigned program mentor, and all associates within the organization; accept and apply critiques and suggestions to daily work in an effort to become more productive and/or efficient
Partnering with project team members (if applicable) on research, development, and final presentations on project finding and recommendations for the overall success of the experience
Qualification
Required
Business, Finance, Economics, Accounting, History majors preferred but not limited to these areas of study, with proficiency in Microsoft Office applications
Strong excel skills, including Macros, Vlookup & Pivot table a must
Attention to detail, the ability to multi-task
Excellent communication skills (written and verbal)
Ability to analyze data
Commitment to quality and focus on data/research integrity
Comfortable with learning systems, spreadsheets etc related to primary internship assignment
Analytical and problem resolution skills
Ability to work independently with minimal direct supervision
Must be detail oriented and be able to work well under pressure with multiple priorities and deadlines
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.
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
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase