Qureos Mentor

Ascensus

<div>We are a technology-enabled financial services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity&mdash;housed within our Core Values: People Matter. Quality First. Integrity Always.&reg;
Position Purpose: This position is primarily responsible to perform quality check for the accounts payable and receivable process in HRO benefits domain (Preferable USA Geography).
Role and KEY RESPONSIBILITIES<ul>
<li>
Handle Quality check as per the checklist and ensuring high accuracy.</li>
<li>Maintaining bookkeeping databases and spreadsheets and updating information as needed</li>
<li>Research and obtain further information for incomplete documents.</li>
<li>Review data for deficiencies or errors, correct any incompatibilities if possible and check output</li>
<li>collecting and entering data in databases and maintaining accurate records of valuable company information.</li>
<li>Our ideal candidate has essential data entry skills, like fast typing with an eye for detail and familiarity with spreadsheets and online forms.</li>
<li>Generate reports, store completed work in designated locations and perform backup operations.</li>
<li>Keep information confidential.</li>
<li>Respond to queries for information and access relevant files.</li>
<li>Comply with data integrity and security policies.</li>
<li>Ensure proper use of office equipment and address any malfunctions</li>
<li>Create and maintain documents/procedures as needed to meet the process requirements.</li>
<li>Handle calls from customers or clients and provide them with a solution to their queries.</li>
<li>Must discuss every matter with its supervisor or team leader to get any issue sorted.</li>
<li>Giving a resolution to the customers or clients should be the whole and sole responsibility.</li>
<li>Must efficiently set goals and work on, so as to avoid any escalations and maintain the relevancy and quality while providing service to the customers.</li>
<li>Work with stakeholders to develop and implement a smooth and efficient transition plan.</li>
<li>Perform other duties and special projects as assigned by management.</li>
</ul>
Education and experience:<ul>
<li>
Graduate / Postgraduate in Finance/Accounting background</li>
<li>Proven track record of working effectively in flexible work environment in a result-oriented approach.</li>
<li>Accomplished in developing and recommending strategic plans and actions.</li>
<li>Strong performance management background with demonstrated experience in quantitative and qualitative evaluation methods, e.g., benchmarking.</li>
<li>Strong understanding of Microsoft Excel and Word</li>
<li>Experience of 5-8 years, with Accounts payable and Accounts receivable, preferable work experience in US Retirement and saving domain additional advantage.</li>
</ul>
Key Skills &amp; Knowledge<ul>
<li>
Strong written and verbal communication skills and Good Problem solving and analytical skills.</li>
<li>Should be a Self-Learner</li>
<li>Strong PC skills specifically with Excel. Access skills are a definite plus.</li>
<li>Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement)</li>
<li>FP&amp;A or HRO Domain experience desired</li>
<li>Strong problem-solving skills, along with an ability to quickly comprehend and analyze data.</li>
</ul>
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</div>

Senior Financial Analyst

<div>At Ascensus, technology is more than just a solution. It powers the business that helps millions of people save for what matters&mdash;retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and passion, building new and innovative platforms, creating programs founded in automation in agile frameworks, and driving existing and new markets&mdash;all of which supports the rapid growth of a dynamic industry leader.<h1 class="jobSectionHeader">
Section 1 - Position Summary:</h1>
The Sr. Business Analyst is a key member of the cross-functional Agile Scrum Team. In collaboration with the Product Owner, the Sr. Business Analysts works to assess business needs and desired outcomes, elicit requirements from stakeholders and customers, define features, and create effective user stories to produce a healthy Product Backlog. With a focus on strategic product development, the Sr. Business Analysts enables the scrum team to deliver business value through technology while promoting Agile/Scrum best practices. The ability to be proactive, build relationships, and partner with the business and technology in a fast-paced environment are critical to this role.<h1 class="jobSectionHeader">
Section -2 Job Functions, Essential Duties and Responsibilities:</h1><ul>
<li>Partners with the Product Owner to shape strategic initiatives and prioritize features in alignment with business objectives</li>
<li>Drives requirements gathering with business partners and stakeholders, conducting interviews and research, and bringing technical product knowledge to strategic business conversations</li>
<li>Produces project documentation including process flows, wireframes, and other product artifacts</li>
<li>Translates complex business needs into clear, detailed requirements/user stories with actionable acceptance criteria</li>
<li>Researches and evaluates viable solutions to stated business problems</li>
<li>Partners with Product Owner to establish goals for product development, define expected value, and establish success metrics</li>
<li>Maintains an organized product backlog of prioritized user stories, capturing evolving requirements and adjusting priorities as required</li>
<li>Provides support to the Product Owner, taking ownership of tasks as requested, and helping to identify and resolve project impacts and dependencies</li>
<li>Participates in UX design sessions, discussions, and usability testing as required</li>
<li>Partners with Product Owner to lead backlog refinement sessions and actively participates in all scrum ceremonies including: stand-ups, sprint reviews/demos, release and sprint planning, and team retrospectives</li>
<li>Provides QA and UAT testing support as required</li>
<li>Works with Product Owner and team to plan and execute release-on-demand project implementations</li>
<li>Partners with organizational readiness on implementation strategy, rollout, adoption, and user support</li>
<li>Defines goals for professional development and works to continually enhance domain knowledge of systems, products, and industry</li>
<li>Partners with team members to expand knowledge of agile/scrum, apply best practices, and drive continuous improvement</li>
<li>Provides coaching/mentorship to less experienced team members</li>
<li>Participates in training opportunities and in monthly BA Community of Practice (CoP)</li>
<li>Approaches challenges with a growth mindset, helping to drive solutions, and achieve business results</li>
<li>Completes accurate and timely updates as required to time and project tracking systems</li>
<li>Assists with other tasks and project deliverables as requested</li>
<li>Demonstrates I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always&reg;</li>
<li>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</li>
</ul><h1 class="jobSectionHeader">Supervision:</h1><ul><li>
N/A</li></ul><h1 class="jobSectionHeader">
Section 3: Experience, Skills, Knowledge Requirements</h1><ul>
<li>A Minimum of 5-7 years of experience as a Business Analyst or similar role with demonstrated success in role</li>
<li>A Minimum 5 years of retirement industry or financial services experience</li>
<li>Proactive and self-motivated with a strong desire to learn and grow</li>
<li>Bachelor&rsquo;s degree or equivalent work experience</li>
<li>Proven ability to optimally balance multiple tasks and priorities in a fast-paced environment</li>
<li>Experience with and interest in Agile and Scrum</li>
<li>Excellent analytical skills</li>
<li>Excellent verbal and written communication skills</li>
<li>Experience using common PC applications including SQL and MS Office</li>
<li>Experience using common business applications and analytical tools</li>
<li>Experience defining user stories and acceptance criteria</li>
<li>Experience with testing and user support</li>
<li>Ability to work collaboratively as part of a scrum team</li>
</ul>
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</div>

Senior Business Analyst - IT Business Analyst

<div>FuturePlan is the nation&rsquo;s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry&rsquo;s largest in-house ERISA teams. Learn more at FuturePlan.com.<div><div>
Job Description</div></div><div><div><div><div>

Position Purpose: Primary responsibilities include providing assistance to attorneys and consults in delivering consulting, compliance, legal services including preparation and assembly of documents and special projects as assigned.

Essential Duties and Responsibilities:
Document management
<ul><li>
Organizing, indexing and tracking files and documents</li></ul>

ERISA Department Support
<ul><li>
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</li></ul>

Regulatory responses
<ul><li>
Prepare response to audit requests and subpoenas to regulatory agencies</li></ul>

QDRO processing
<ul><li>
Prepare responses to Qualified Domestic Relations Orders to participants and attorneys</li></ul>

Legal Retirement Plan Document Drafting
<ul><li>
Demonstrate a functional knowledge of Ascensus retirement plan documents</li></ul>

Abandoned Plans
<ul><li>
Assist with the determination and processing of abandoned plans</li></ul>

Forms
<ul><li>
Demonstrate a functional knowledge of Ascensus retirement plan forms and notices</li></ul>

Employer Level QRP Document Drafting
<ul><li>
Complete employer level qualified retirement plan documents</li></ul>

Fee-for-Service Engagements
<ul><li>Assist with fee-for-service engagements including IRS and DOL Correction Programs, Controlled Group Determinations and IRS Determination Letter Filings</li></ul>

Industry Knowledge
<ul><li>
Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL and IRS)</li></ul>

Continuing Education
<ul><li>
Enhance technical and industry knowledge by attending continuing education classes</li></ul>

SLAs
<ul><li>
Meet department service level standards</li></ul>
<ul><li>Perform other duties and projects as assigned</li></ul>

Minimum Requirements:

Degrees
<ul>
<li>Associate degree in paralegal studies</li>
<li>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.</li>
</ul>
Core Values &amp; I-Client
<ul><li>
Consistently display and model the Ascensus core values and I-Client philosophy</li></ul>

Software Applications
<ul><li>
Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, Access and Power Point</li></ul>

Skills
<ul>
<li>Demonstrate excellent client service skills</li>
<li>Demonstrate experience with Qualified Domestic Relations Order</li>
</ul><ul><li>Demonstrate excellent interpersonal skills, professional demeanor and positive attitude</li></ul>
<ul><li>Demonstrate strong organizational and time management skills</li></ul>
<ul><li>Accomplish detail oriented tasks within given timeframes and standards</li></ul>
<ul><li>Ability to prioritize and complete multiple tasks</li></ul>
<ul><li>Demonstrate excellent analytical and problem solving skills</li></ul>
<ul><li>Demonstrate strong written and oral communication skills</li></ul>
</div></div></div></div>
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</div>

Paralegal, ERISA (QDRO experience required)

<div>Section 1: Position Summary
Primary responsibilities include providing consulting services to Ascensus clients through Ascensus&rsquo; technical access service, providing in-house consulting, conducting seminars, technical research, analysis and special projects as assigned. Primary focus in one area of Technical Expertise and cross training into secondary area of Technical Expertise.
Section 2: Job Functions, Essential Duties and Responsibilities
Consulting - Provide consulting services to internal and external clients, client&rsquo;s attorneys and CPAs, other service providers on advanced technical, plan design and corrections issues. Conduct Peer Call Reviews providing feedback to colleagues on their call accuracy and quality.
Training - Conduct presentations at the ERISA technical consulting meeting or other internal ERISA department training. Conduct internal and external advanced technical training. Conduct external seminars and webinars.
Course Development - Design, write, and update advanced internal or external training modules.
Legal Retirement Plan Document Drafting - Demonstrate advanced knowledge of Ascensus documents.
Forms - Demonstrate an advanced knowledge of Ascensus plan forms and notices. Draft or update forms and notices for use by financial organizations, sponsors, and practitioners.
Employer Level Document Drafting - Audit employer level plan document preparation. Propose customized text for employer level plan document preparation.
Document Reviews - Review, audit and map specialty and complex documents.
Compliance Audits - Independently conduct compliance audits.
Business Unit Policies and Procedures - Demonstrate advanced knowledge of policies and procedures.
Fee-for-Service Engagements - Independently perform fee-for-service engagements. Independently perform advanced external fee-for-service consultations.
Special Projects (IT, project management) - Work independently to act as subject matter expert for departmental and interdepartmental projects. Independently manage small to medium size projects.
Disputes, Policies, Inquiries and Subpoenas &ndash; Assist with research and respond to legal or other disputes.
Research - Complete advanced technical research projects, present research findings and apply finding to establish company products and policies.
Technical Writing - Write articles for publication in industry journals and publications.
Legislation, Regulatory and Judicial Review - Analyze and interpret significant legislative, statutory, regulatory, or case law guidance. Determine the impact significant legislative, statutory, regulatory, or case law guidance has to the industry and/or on Ascensus products, services, and/or systems.
Technical Knowledge - Demonstrate an advanced knowledge of main plans and products and a functional knowledge or more unique plans and products in areas of Technical Expertise.
Industry Knowledge - Demonstrate basic knowledge of the industry including the applicable regulatory agencies (e.g., DOL, IRS, HHS). Demonstrate basic knowledge of investments (e.g., mutual funds, annuities, and ETFs) and the associated regulatory agencies (e.g., SEC, FINRA, NAFCU, FDIC, OCC, OTS).
Ancillary Laws - Demonstrate a basic knowledge of certain ancillary laws (e.g., securities, estate planning, banking, social security, Medicare, bankruptcy, e-sign).
Continuing Education - Enhance technical and industry knowledge by attending continuing education classes.
Mentoring - Successfully mentor Consultant (Level 2) in same area of Technical Expertise.
Travel - This position may include 25%-40% travel.
SLAs - Meet department service level standards.
Miscellaneous - Perform other duties and projects as assigned.
Cross-Train &ndash; this position must be cross trained into Senior ERISA Analyst in secondary area of Technical Expertise.
Section 3: Experience, Skills, Knowledge Requirements
External Financial Services Industry Designations - CFP, CTFA, CFA, CEBS preferred Insurance or securities licenses preferred but will not be maintained.
Degrees -Bachelor&rsquo;s degree in business, finance, accounting, or a related field. Special consideration given to CPA, MBA, JD or PMP.
Industry Experience - 5 years of Ascensus experience or 7 years industry experience
Performance Review Ratings - Performance review ratings of exceeding expectations
Core Values &amp; I-Client - Consistently display and model the Ascensus core values and I-Client philosophy
Software Applications - Demonstrate intermediate proficiency in Outlook and MS Office software applications, specifically Word, Excel, Power Point, Teams. Demonstrate basic proficiency in Access.
Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude skills. 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 sound business judgment and risk-taking skills, excellent written and oral communication skills and excellent seminar training and presentation skills.
Prior Consultant Level Completion - Successfully demonstrate job responsibilities of Senior ERISA Analyst.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</div>

ERISA Consultant, ERISA

Join Ascensus and explore 11   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Ascensus

ABOUT_COMPANY

Senior Financial Analyst

Senior Business Analyst - IT Business Analyst

Senior Business Analyst - IT Business Analyst

Paralegal, ERISA (QDRO experience required)

Paralegal, ERISA (QDRO experience required)

Paralegal, ERISA (QDRO experience required)

ERISA Consultant, ERISA