Plan Document Specialist
Glendale, CA

Job Description

Section 1: Position Summary

* Support the legal plan document process by performing client calls and write correspondence. project tracking, and process mailings
* Manage and track the sending and receiving of various documents.
* Act as an internal resource for the team
* Assist in streamlining the documentation production process
* 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.
* 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.
* Assist with other tasks and projects as assigned

Section 3: Experience, Skills, Knowledge Requirements

* Advanced knowledge of Microsoft Office suite, including Excel, Word and Outlook and database applications
* Strong written and verbal communication skills
* Strong attention to detail with high degree of accuracy
* Able to establish filing system and collate reports containing data from multiple sources
* Excellent organization skills
* Self-motivated and team player can work well with minimal supervision
* Able to work well under pressure with multiple priorities and deadlines

EXPERIENCE NEEDED

* 2 + years of experience providing various administrative support

We are proud to be an equal opportunity employer.

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.

Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws