Ascensus · 18 hours ago
Financial Operations Associate
United States
Full-time
Remote
New Grad, Entry LevelAscensus is the leading independent technology and service platform powering savings plans across America. The Financial Operations Associate will be responsible for various financial operations activities, including payment processing, database oversight, and managing financial reporting tasks.
ConsultingRetirementTraining
Responsibilities
Owner of the quarterly and monthly automated RIA & TPA fee process. Responsibilities include payment processing, research and correction of errors / variances, trade confirmation, and payment instruction delivery to the Trust
Respond and / or resolve RIA / TPA related issues, questions, and inquiries
Coordinate custom reporting and delivery of RIA information to various firms
Submit RK HD tickets needed for fee enhancements, research and/or reporting
Maintenance and compliance of Credit Memo and RK Loss databases according to published Table of Authority (TOA)
Oversight of the Managed account and Fiduciary service product process
Monthly allocation of fund revenue (SubTA & 12b1’s) into plan holding accounts and manage participant fee equalization process
QC quarterly wrap fee calculation
Create invoices and post outgoing wires using various annual, quarterly, and month end journal entries for Government Saving contracts
Monthly reconciliation of billed revenue, insurance and mutual fund commissions. Coordinate the release of monthly or quarterly payments to third parties
Dashboard Reporting & QC of RIA Payments
Work closely with the Strategic Business Consultant team and client service to answer questions and ensure a positive advisor payment experience
Ability to successfully prioritize and balance multiple projects concurrently
Assist with other tasks and projects as assigned
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
Qualification
Required
PC skills in Excel, Word, and PowerPoint
Strong written and verbal communication skills
Ability to handle multiple priorities
Preferred
Bachelor's degree in accounting or finance
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