Trust Analyst, Specialization
Ascensus(20 days ago)
About this role
FuturePlan is seeking a Trust Associate with advanced knowledge of plan types to support complex interactions with Plan Consultants. The role involves analyzing retirement plan documents, resolving operational issues, preparing reports, and ensuring compliance within the retirement industry. It emphasizes confidentiality, detail orientation, and collaboration in a fast-growing financial services environment.
Required Skills
- ERISA
- Retirement Plans
- Financial Analysis
- Data Analysis
- Compliance
- Excel
- Communication
- Problem Solving
- Plan Administration
- Trust Management
Qualifications
- Bachelor’s degree
- 3-5 years ERISA experience
- Retirement Plan Fundamentals certification
- QKA designation
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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