FuturePlan is the nation’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’s largest in-house ERISA teams. Learn more at FuturePlan.com.
As the administration assistant for the support group, you are responsible for assisting the Accounting and Support Department in completing ongoing projects by the administration and installation department.
Responsibilities:
- Prepare the Welcome Kit with templates in a timely manner to send out to clients and related contacts.
- Compile each file with appropriate docs.
- Prepare DocuSign to send docs for signature.
- Assist with e-filing 5500’s
- Cover the support team as needed
- Review questionnaire and ‘new plan’ information from the sales team
- Correct or obtain required/missing information or documents from the salesperson if needed
- Process plan terminations
Qualifications:
- 2-year college or Associate Degree or relevant experience
- Prior administrative experience
- Conscientious, organized, and attentive to detail
- Good telephone manners/skills
- Ability to operate office equipment
- Knowledge of Microsoft Word, Excel and Outlook
- Must be able to multi-task and work well under pressure
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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. APPLY HERE