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Operations Associate


Operations Associate (financial services: Entry-Level)

Whether you have some experience or are a recent grad (you MUST BE ABLE TO START FULL-TIME no later than March/April), we have several opportunities available for you to join our operations team! NO SALES! At Ascensus, we're looking for exceptionally detail-oriented individuals to process critical transactions accurately and timely for our payroll, distribution and loan teams. We have a great training program and a partnering system to ensure you get a great start. Over time, you’ll also gain more operations experience by assisting with our Operations Helpdesk phone line used by internal teams and being part of significant business projects that affect change. Not to mention, we have a career growth track for those who enjoy being challenged! 

HYBRID: Dresher, PA and Baxter, MN locations preferably.

REMOTE: available for job posted states.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. So, take this chance and get on the ground-floor, learn our business, and be part of our noble cause of helping millions of Americans save for retirement.

In addition to a great place to begin or continue your career, we encourage our associates to bring their whole self to work every day! From our comprehensive benefits (including medical benefits, paid-time off, volunteer paid-time off; educational assistance program; professional development resources, etc.) to having an inclusive environment where you can join any of our 11 Associate Resource Groups! For more details in our we support diversity & inclusion, visit


Job Summary: Perform duties to ensure all retirement transactions are processed timely and accurately, working within the limits of standard practice. 


Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions

·        Completion of daily recordkeeping Operations processing volumes and related tasks in accordance with our service level agreements 

·        Complete Quality Assurance workflow steps for transactions as required in the workflow system 

·        Work cross functionally to maintain reconciled positions within the Trust/Custodial accounts 

·        Understand plan setting requirements and specifications to identify potential transactional issues 

·        Maintain data within the recordkeeping and ancillary systems 

·        Utilize custodial and ancillary systems as required 

·        Pursue resolution of aged items with internal departments and service partners 

·        Research and resolves any issues that occur through the client and/or colleagues within the organization 

·        Manage multiple tasks effectively by balancing high productivity with excellent service quality 

·        Adhere to all Ascensus standard operating procedures and controls 

·        Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy 

·        Regular, reliable, and punctual attendance 


Required Education, Experience and certificates, licenses, registrations 

·        1+ years of experience in a corporate environment OR recent grads are welcomed! 

·        Strong MS Office skills to include Excel 


Preferred (but not required) education or skills for this role are 

·        Bachelor’s degree in a business-related field 

·        2+ years of experience working in a related position in the retirement services sector 

·        Familiarity with trading and cash reconciliation concepts 



·        Teamwork 

·        Client Focus 

·        Critical Thinking 

·        Time Management 

·        Resilience 

·        Attention to Detail 

·        Planning and Organizing 

·        Written and Verbal Communications 

·        Collaboration 

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from or 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.

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.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

Entry Level

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