Ascensus

NQ Reconciliation Specialist

Ascensus(1 month ago)

FloridaOnsiteFull TimeJunior$58,017 - $78,026 (estimated)Finance
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About this role

A Reconciliation Specialist at Newport (an Ascensus company) supports non-qualified plan asset and liability management for retirement plan clients by ensuring financial data integrity and recommending appropriate adjustments to trust accounts and plan liabilities. The role also processes participant payments and assists with trust setup while collaborating with internal and external stakeholders to resolve discrepancies and improve controls.

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Required Skills

  • Reconciliation
  • Cash Reconciliation
  • Quality Assurance
  • Trading Knowledge
  • Asset Transfers
  • Data Analysis
  • Excel
  • Word
  • Communication
  • Time Management

+2 more

Qualifications

  • Bachelor's Degree (B.A.)
Ascensus

About Ascensus

ascensus.com

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

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