529 Intern - India

Ascensus; United States; Remote; USD 25,000 - 39,000; Full time

Benefits offered by this job

Equal Opportunity Employer

Job summary

Ascensus, a leading financial services organization, is seeking an intern to support deposit processing and non-financial queue management within our Government Savings business. The role emphasizes accuracy, compliance, and customer-focused operations.

Ideal candidates include MBA (Finance) graduates from the 2026 graduating batch, with strong MS Office skills, attention to detail, and the ability to learn quickly in a fast-paced environment.

Qualifications

• Strong data entry and accuracy in high-volume processing.
• Attention to detail and commitment to quality and compliance.
• Proficiency with MS Office (Excel, Outlook, Word) required.
• Analytical and problem-solving abilities with effective written and verbal communication.
• Ability to maintain confidentiality and adhere to regulatory standards.

Responsibilities

• Review and process incoming deposit transactions accurately and within established timelines.
• Validate transaction details and supporting documentation; identify discrepancies.
• Process account maintenance requests and related non-financial transactions; verify records.
• Maintain data quality through verification and monitoring of work queues.
• Protect confidential data and comply with Ascensus core values and policies.

Skills

Data entry

Attention to detail

MS Office

Analytical skills

Communication

Confidentiality

Adaptability

Education

MBA (Finance)

Tools

Excel

Outlook

Word

Job description

Section 1: Position Summary

We are part of a leading financial services organization supporting one of the most successful 529 College Savings Programs in the United States. Our Government Savings business is dedicated to helping families plan for future educational goals through efficient, customer-focused, and compliant operational processes.

We believe in developing future talent by providing meaningful learning opportunities, real-world business exposure, and hands-on experience in financial services operations. As an intern, you’ll work alongside experienced professionals, contribute to critical business functions, and gain valuable insights into a growing and impactful industry.

Section 2: Job Functions, Essential Duties and Responsibilities

Deposit Processing

• Review and process incoming deposit transactions accurately and within established timelines.
• Validate transaction details and supporting documentation.
• Identify, investigate, and raise exceptions, discrepancies, or incomplete requests.
• Maintain high levels of accuracy while managing transaction volumes during peak periods.
• Ensure compliance with operational procedures, quality standards, and regulatory requirements.

Non-Financial Queue Management

• Process account maintenance requests and related non-financial transactions.
• Review customer documentation and update account information as required.
• Conduct data verification and quality checks to ensure accurate recordkeeping.
• Monitor assigned work queues and prioritize requests based on established guidelines.
• Escalate complex cases and exceptions to senior team members for resolution.

General

• 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.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

Education

• MBA (Finance) graduates from the 2026 graduating batch.

Skills & Competencies

• Strong typing and data entry skills with the ability to process high volumes of transactions accurately and efficiently.
• Excellent attention to detail and commitment to quality.
• Basic proficiency in Microsoft Office applications, particularly Excel, Outlook, and Word.
• Strong analytical and problem-solving skills.
• Effective written and verbal communication abilities.
• Ability to maintain confidentiality and adhere to compliance and operational standards.
• Demonstrated willingness to learn and adapt in a fast-paced environment.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required.If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer