Document Specialist

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Section 1 : Position Summary

Plan Document Unit / DCS :

The Document Specialist is responsible for prototype document drafting, audits and delivery for new business plans (on-boarding), provisional plan amendments (existing plans) and termination amendments (departing plans). This associate will provide timely and accurate processing of specified activities within the Department, focusing on meeting daily / weekly / monthly team metrics.

Document Integrity Group :

The Document Specialist is responsible for document-to-system updates and audits for New Business plans (on-boarding, Plan Rules Audit) and provisional plan amendments (existing plans). This associate will provide timely and accurate processing of specified activities within the Department, focusing on meeting daily / weekly / monthly team metrics.

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.
• 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.
• Assist team members in meeting unit goals and stated service levels
• Successfully monitor and follow-up on assigned items; including determining appropriate action for resolution of client issues and completing work items timely
• Manage deadlines and work within allotted timeframes
• Respond to internal customer inquiries
• Demonstrate ability to identify, review and analyze discrepancies and questionable procedures within the unit and division by proposing written and verbal resolutions
• Develop and expand qualified plan knowledge by attending Ascensus document training, reading Ascensus newsletters and reference services, and other items as directed by your supervisor
• Provide accurate and efficient administrative support for unit, as needed, by reviewing correspondence, assembling document kits, and assisting with mass projects.
• Document all verbal and written communication in appropriate systems and locations
• Performs other duties and special projects as assigned
• Adhere to strict audit procedures to ensure confidentiality of client information
• Serve as a resource for effectively responding to internal client inquiries within 24 hours

Plan Document Unit / DCS

DCS Additional Duties

Document Integrity Group

Supervision

Section 3 : Experience, Skills, Knowledge Requirements

Skills / Competencies :

The candidate must be able to demonstrate the skills / competencies as listed below.

Additional Requirements :

We are proud to be an Equal Opportunity Employer

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