Fiduciary Transactions Specialist

Ascensus; Pittsburgh (Allegheny County); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, vision benefits

Paid time off

Health Savings Account with employer

Job summary

Ascensus, through FiduciaryxChange, seeks a detail-focused participant services specialist to process fiduciary transactions such as loans, hardship distributions, QDROs, and RMDs following a 7-step protocol to ensure accuracy and fraud prevention. You will interact directly with participants.

The role requires a bachelor’s or associate degree, 2+ years of qualified plan experience, and bilingual English/Spanish.

Qualifications

• Bachelor's or Associate Degree required.
• At least 2 years of qualified plan experience.
• Bilingual in English and Spanish is a plus.
• Strong interpersonal and communication skills.

Responsibilities

• Completes participant transaction requests.
• Responds to Plan Sponsor questions or coordinates with service providers.
• Maintains the ATCSF Admin system contact changes.
• Ongoing daily monitoring of support and team emails.
• Assists in overseeing plan sponsor service requests and disclosures.
• Completes annual and interim notices and disclosures.
• Assist with Audit and YE Compliance Data Collection.
• Force out monitoring and processing.

Skills

Interpersonal skills

Oral and written communication

Organizational skills

Analytical thinking

Education

Bachelor's or Associate Degree

Tools

Microsoft Office Suite

Excel

Adobe Acrobat

MS Word

Job description

Ascensus, through FiduciaryxChange, seeks a detail-focused participant services specialist to process fiduciary transactions such as loans, hardship distributions, QDROs, and RMDs following a 7-step protocol to ensure accuracy and fraud prevention. You will interact directly with participants.

The role requires a bachelor’s or associate degree, 2+ years of qualified plan experience, and bilingual English/Spanish.