Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 14 days ago

Financial Operations Associate

ascensushr34 open roles

Where
Remote Pennsylvania
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial Operations Associateascensushr · Remote Pennsylvania

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on ascensushr's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.2% of postings close within 7 days. Measured by our own scanner across the market. ascensushr postings stay open a median of 4 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.6%3 days
  3. 8.2%7 days
  4. 15.2%14 days
  5. 34.0%30 days
This job: posted 14 days ago

ascensushr median: 4 days open

The posting

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

This position will be responsible for day-to-day handling of various financial operations activities including but not limited to: quarterly automated Recordkeeping, RIA, and TPA payment processing and distribution, RIA database oversight and management, Government Savings billings, Managed accounts, Newport Insurance tasks, Subta billing, AFCA deposit and Fee equalization process.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Owner of the quarterly and monthly automated RIA & TPA fee process. Responsibilities include payment processing, research and correction of errors / variances, trade confirmation, and payment instruction delivery to the Trust.
  • Respond and / or resolve RIA / TPA related issues, questions, and inquiries.
  • Coordinate custom reporting and delivery of RIA information to various firms.
  • Submit RK HD tickets needed for fee enhancements, research and/or reporting.
  • Maintenance and compliance of Credit Memo and RK Loss databases according to published Table of Authority (TOA)
  • Oversight of the Managed account and Fiduciary service product process.
  • Monthly allocation of fund revenue (SubTA & 12b1’s) into plan holding accounts and manage participant fee equalization process.
  • QC quarterly wrap fee calculation.
  • Create invoices and post outgoing wires using various annual, quarterly, and month end journal entries for Government Saving contracts.
  • Monthly reconciliation of billed revenue, insurance and mutual fund commissions. Coordinate the release of monthly or quarterly payments to third parties.
  • Dashboard Reporting & QC of RIA Payments
  • Work closely with the Strategic Business Consultant team and client service to answer questions and ensure a positive advisor payment experience.
  • Ability to successfully prioritize and balance multiple projects concurrently.
  • Assist with other tasks and projects as assigned.
  • Our I-Client service philosophy and our 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.

Compensation: 64k

Supervision

  • N/A

Section 3: Experience, Skills, Knowledge Requirements

  • PC skills in Excel, Word, and PowerPoint. Access a plus.
  • Strong written and verbal communication skills.
  • Ability to handle multiple priorities
  • Bachelor’s degree in accounting or finance preferred.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space 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

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against ascensushr's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on ascensushr's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    ascensushr's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.