Ascensus · 7 hours ago
Document Coordinator
United States
Full-time
Remote
New Grad, Entry LevelAscensus is a company dedicated to providing high-quality service to both internal and external clients. They are seeking a Document Coordinator who will be responsible for processing and auditing client contributions, handling escalated issues, and ensuring compliance with operational workflows while meeting service level agreements.
ConsultingRetirementTraining
Responsibilities
Timely and accurately process and audit client contributions including checks, wires, and ACHs
Research and report on late contributions by plans
Handle time sensitive or escalated Department of Labor requests
Process excess residual funds back to applicable parties
Perform reconciliation of daily investment, liquidation, and transfer activity and following up on exceptions in an expedited manner
Use workflow management systems to support transaction processing and referrals from other departments
Follow up with clients/partners/vendors regarding transaction exceptions
Provide management reporting as required
Participate in audit or quality control activities
Achieve SLA's, and work with other departments to increase interdependency awareness
Visualize the big picture and understand details to achieve a desired outcome
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
Assist with other tasks and projects as assigned
Qualification
Required
Bachelors degree in Accounting, Business Administration, Mathematics, or equivalent financial services work experience
Prior participation in industry specific education or certification courses
Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner
Able to prioritize and meet deadlines
Self directed with ability to take initiative
Good interpersonal skills
Work closely with others in a team setting
Strong math skills
Excellent attention to detail and ability to proof
Software Skills: Access, MS Office 2007 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat
Promote a positive and professional working environment
Knowledge of effective research methods including the Internet, eResource, and other IRA systems
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Founded in 1980
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-20
2026-01-16
2025-10-09
Company data provided by crunchbase