ERISA Consultant (remote opportunities available) at Ascensus in San Juan, Puerto Rico

Job Description:

Position Purpose: Primary responsibilities include providing consulting services to Ascensus clients through Ascensus' technical access service, providing in-house consulting, conducting seminars, technical research, analysis and special projects as assigned.

Essential Duties and Responsibilities:

Phones

• Answer 1-800 IRA queues

Training

• Conduct presentations at the ERISA technical consulting meeting or other internal ERISA department training

• Conduct IRA seminars and webinars

Course Development

• Review, audit, and update existing basic and intermediate internal or external training modules

Legal Retirement Plan Document Drafting

• Demonstrate a functional knowledge of Ascensus retirement plan documents

Forms

• Demonstrate a functional knowledge of Ascensus retirement plan forms and notices

IRA Document Reviews

• Assist with performance of IRA document reviews

Business Unit Policies and Procedures

• Demonstrate functional knowledge of RPS or PSG policy and procedures

Special Projects (IT, project management)

• Participate in special projects

Research

• Complete basic IRA research projects and present basic IRA research findings

Technical Writing

• Write articles for Ascensus publications and newsletters (e.g., Retirement Bulletin, Ascensus Quarterly, Advisor(K)onnection)

Legislation, Regulatory and Judicial Review

• Analyze and interpret general legislative, statutory, regulatory, or case law guidance

• Determine the impact that general legislative, statutory, regulatory, or case law guidance has to the retirement plan community and on Ascensus products, services, and systems

Retirement Plan Technical Knowledge (IRA/ESA/HSA, Prohibited Transactions, Investments and 529 plans)

• Demonstrate a functional knowledge of IRAs/SEPs/SIMPLEs/CESAs/HSAs, prohibited transactions, and investments

Industry Knowledge

• Demonstrate basic knowledge of the retirement plans industry including applicable regulatory agencies (e.g., DOL and IRS)

Continuing Education

• Enhance technical and industry knowledge by attending continuing education classes

Mentoring

• Successfully mentor IRA Specialist associates

Travel

• This position may include 25%-40% travel

SLAs

• Meet department service level standards

• Perform other duties and projects as assigned

Cross-Trained

• Cross-train into QRP Specialist

Minimum Requirements:

Degrees

• Bachelor's degree in business, finance, accounting or a related field

Industry Experience

• 1 year of Ascensus experience or 3 years industry experience

Performance Review Ratings

• Performance review ratings of exceeding expectations

Core Values & I-Client

• Consistently display and model the Ascensus core values and I-Client philosophy

Software Applications

• Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, and Power Point

Skills

• Demonstrate excellent client service skills

• Demonstrate excellent interpersonal skills, professional demeanor and positive attitude

• Demonstrate strong organizational and time management skills

• Accomplish detail oriented tasks within given timeframes and standards

• Ability to prioritize and complete multiple tasks

• Demonstrate excellent analytical and problem solving skills

• Demonstrate strong written and oral communication skills

• Demonstrate strong seminar training and presentation skills

Prior Consultant Level Completion

• Successfully demonstrate job responsibilities of IRA Specialist

"The I-Client philosophy and the 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."

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

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