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Provident Trust Group, an Ascensus company, is a self directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, an
Posted 1 day ago
Ascensus
- Boston, MA / Charlotte, NC / Philadelphia, PA / 1 more...
At Ascensus,technologyis more than just a solution.It powers the business that helps millions of people save for what matters retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and p
Posted 2 days ago
Ascensus
- Austin, TX / Atlanta, GA / Charlotte, NC / 1 more...
Responsible for regional strategy, results, actuarial consulting, and coordination of the business development and relationship management activities associated with the southeast Defined Benefit practice. (We would considered candidates that qualify for a management/director level opportunity .) We are hiring for one position but have multiple postings for marketing purp
Posted 10 days ago
Ascensus
- Jacksonville, FL / Atlanta, GA / Las Vegas, NV / 1 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. JOB SUMMARY Assist
Posted 1 day ago
Ascensus
- Dresher, PA / Atlanta, GA / Chicago, IL / 7 more...
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 t
Posted 2 days ago
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Position Summary T
Posted 1 day ago
Ascensus
- Boston, MA / Charlotte, NC / Philadelphia, PA
At Ascensus,technologyis more than just a solution.It powers the business that helps millions of people save for what matters retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued. Technology associates leverage their talents and p
Posted 1 day ago
Ascensus
- Dresher, PA / Boston, MA / Chicago, IL / 2 more...
This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works wi
Posted 2 days ago
Ascensus
- Dresher, PA / Atlanta, GA / Houston, TX / 2 more...
The Compliance Servicing Specialist position is primarily responsible for providing front line call center and operational process support to financial institutions such as credit unions, banks, and Ascensus staff. The nature of the support provided is typically on Individual Retirement Account (IRA), Coverdell Educational Savings Account (ESA) and Health Savings Account
Posted 5 days ago
Ascensus
- Dresher, PA / Boston, MA / Charlotte, NC / 2 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary Respon
Posted 5 days ago
Ascensus
- Dresher, PA / Kansas City, MO
The Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow up, proactive client outreach, and tracking, reporting and documentation of various functions within the department. Section 2 Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handlin
Posted 1 day ago
Ascensus
- Dresher, PA / Greensboro, NC / Lake Mary, FL / 1 more...
This position will work closely with the Client Relationship Managers and Retirement Service Consultants to serve as the focal point for elite advisors and elite TPAs. Responsibilities include relationship management of elite advisors and elite TPAs ensuring a successful service experience, book of business retention and growth of existing business organically. Section 2
Posted 9 days ago
Ascensus
- Dresher, PA / Las Vegas, NV / Philadelphia, PA / 1 more...
The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This role is responsible for following a variety of documented product procedures and matrices for multiple partners. The Candidate must be able to work in a high paced environment and work.
Posted 15 days ago
Ascensus
- Montgomery, AL / Atlanta, GA / Newark, NJ / 1 more...
J O B S UMMARY Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement. E SSE NTIAL F UNCTIONS Reasonable accommodations may be made to enable people with
Posted 1 day ago
Ascensus
- Austin, TX / Akron, OH / Charleston, SC / 4 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary NQ Pla
Posted 1 day ago
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