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IRA Installation Analyst at Ascensus - ApplyBlast

IRA Installation Analyst

Ascensus

4 months ago

3.4 on Glassdoor

Fargo, ND

Onsite

Full Time

Junior

0 applicants

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About this role

An IRA Installation Analyst at Ascensus supports the client onboarding process to ensure key deliverables are met for plan implementation and ongoing processing. The role involves providing front-line call center and operational support to Financial Advisors, Employers, and IRA Owners, including assistance with daily transaction processing, distribution requests, and payroll contributions. Analysts must possess proficient knowledge of SEP and SIMPLE IRA plans to help clients successfully launch their plans.

Responsibilities

Support client onboarding for IRA plan implementation and ongoing processing
Initiate and verify distribution requests and process payroll contributions
Provide front-line support to Financial Advisors and IRA Owners
Monitor reports and resolve transaction processing errors promptly
Coordinate implementation tasks across internal departments and external clients

Skills

Qualifications

Bachelor's degree preferred in business, communication, accounting, or marketing

About Ascensus

ascensus.com

Headquarters

Dresher, Pennsylvania, United States

Company Size

5001-10000 employees

Founded

1980

View Profile

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.