Fiduciary Transactions Specialist - Client-Facing

AmericanTCS; United States; On-site; USD 45,000 - 50,000; Full time

Job summary

FiduciaryxChange, recently integrated as part of Ascensus, seeks a coordinator to handle participant transactions and respond to Plan Sponsor queries. You will maintain system contact changes, monitor support emails, and assist with plan sponsor requests in a fast-paced environment.

The role requires 2+ years of qualified plan experience, bilingual English/Spanish, and strong Excel/Office skills. You will contribute to annual disclosures, audits data collection, and compliance efforts.

Qualifications

• Bachelor's or Associate Degree.
• At least 2 years of qualified plan experience.
• Bilingual in English and Spanish.
• Qualified plan document experience would be a plus.
• Strong interpersonal skills.
• Excellent oral and written communication skills.
• Ability to organize, prioritize, and manage multiple tasks within established timeframe.
• Excellent analytical and critical thinking skills.
• Exceptional skills in Microsoft Office Suite, Excel, preferred.
• Being familiar with Microsoft Word and Adobe Acrobat a plus.

Responsibilities

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

Skills

Interpersonal skills

Oral & written communication

Excel proficiency

Organizational skills

Bilingual English/Spanish

Attention to detail

Multitasking ability

Education

Bachelor's or Associate Degree

Tools

Microsoft Word

Adobe Acrobat

Job description

FiduciaryxChange, recently integrated as part of Ascensus, seeks a coordinator to handle participant transactions and respond to Plan Sponsor queries. You will maintain system contact changes, monitor support emails, and assist with plan sponsor requests in a fast-paced environment.

The role requires 2+ years of qualified plan experience, bilingual English/Spanish, and strong Excel/Office skills. You will contribute to annual disclosures, audits data collection, and compliance efforts.