Take ownership of complex billing processes in a role where accuracy and attention to detail directly impact client satisfaction. This position ensures timely invoicing, reconciliations, and compliance across a wide range of retirement plan services.
About Ascensus
Ascensus is the largest independent retirement and government savings services provider in the U.S., helping millions of Americans save for the future. With a culture built on our core values—People Matter. Quality First. Integrity Always®—we deliver technology-enabled solutions backed by transparency, high standards, and a client-first philosophy.
Schedule
- Full-time, remote position
- Opening date: September 17, 2025
What You’ll Do
- Perform monthly audits of asset and non-asset-based invoices for accuracy and completeness
- Reconcile fees to service agreements and prepare fee processing requests
- Handle special and manual invoice requests; review and prepare partner-level invoices when applicable
- Review service agreements for recordkeeping, miscellaneous, and termination fees
- Process internal conversions and termination refunds
- Prepare monthly wire and quarterly receivable reconciliations
- Reconcile final payments prior to plan liquidations
- Respond to billing inquiries from internal teams and external partners
- Update billing systems, address changes, and maintain documentation to meet Sarbanes-Oxley requirements
- Support special projects as assigned while maintaining confidentiality and compliance with company standards
What You Need
- Bachelor’s degree in accounting/finance or equivalent experience preferred
- 3–5 years of experience with PCs and MS Office (Excel proficiency required)
- Knowledge of AS400 and Oracle is a plus
- Strong organizational, time management, and detail-oriented skills
- Excellent written, verbal, and interpersonal communication skills
- Ability to prioritize, problem-solve, and work independently or within a team in a fast-paced environment
- Basic understanding of auditing, reconciliation, and billing concepts
Benefits
- Remote, flexible work environment
- Opportunity to work with a nationwide leader in retirement services
- Growth potential in a role that blends billing expertise with client support
- Collaborative culture guided by core values and integrity
Step into a senior-level role where your billing expertise helps support the financial foundation of millions of savers.
Happy Hunting,
~Two Chicks…