Trust Administrative Support Clerk
Ascensus, San Diego, CA, United States
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.
Section 1: Position Summary
Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service
Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.)
Assist administrator with data entry such as contribution and enrollment processes as needed.
Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust.
Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents.
Provide back up to office receptionist (office duties) as needed.
Deliver daily outgoing mail to mailbox.
Pick-up incoming mail daily from mailbox.
Provide clerical back up support for Benefit Trust Services team members
Assist in mass mail projects
Miscellaneous errands (post office, bank, etc.)
Meet all quality, productivity, and turnaround goals
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Learn functions of Benefit Trust Services administration
Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations
Effective oral and written communication skills
Organization and prioritization skills
Software Skills: MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc.
Online portals for Insurance Carriers
Bank Deposit Machines (WF CEO, CB&T, Union Bank etc)
Detail orientation
Ability to work independently
Effective Interpersonal skills
Demonstrates initiative
Good judgment
1 – 2 years office experience
We are proud to be an Equal Opportunity Employer
This role will pay $22/hr in base pay, exclusive of any bonuses and benefits. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits
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.
#J-18808-Ljbffr
Section 1: Position Summary
Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service
Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.)
Assist administrator with data entry such as contribution and enrollment processes as needed.
Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust.
Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents.
Provide back up to office receptionist (office duties) as needed.
Deliver daily outgoing mail to mailbox.
Pick-up incoming mail daily from mailbox.
Provide clerical back up support for Benefit Trust Services team members
Assist in mass mail projects
Miscellaneous errands (post office, bank, etc.)
Meet all quality, productivity, and turnaround goals
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Learn functions of Benefit Trust Services administration
Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations
Effective oral and written communication skills
Organization and prioritization skills
Software Skills: MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc.
Online portals for Insurance Carriers
Bank Deposit Machines (WF CEO, CB&T, Union Bank etc)
Detail orientation
Ability to work independently
Effective Interpersonal skills
Demonstrates initiative
Good judgment
1 – 2 years office experience
We are proud to be an Equal Opportunity Employer
This role will pay $22/hr in base pay, exclusive of any bonuses and benefits. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits
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.
#J-18808-Ljbffr