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Director, Trust Services

FuturePlan, by Ascensus

in Remote

Logo for FuturePlan, by Ascensus

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

The Director of Trust Services  is the Global Process Owner of Trust Reconciliation activates overseeing the Trust’s reconciling assets for Defined Contribution, Defined Benefit, and/or Cash Balance plans reconciliation and role in annual compliance .  Specific processes include, but are not limited to: receipt of asset statements across record keepers, brokerage and asset holders, coordination and delivery of project/work tasks, aligning trust reconciliation tasks with key compliance deliverables, forecast and communicate productivity and delivery dates, identify and lead automation to improve cycle time and quality; create/refine key performance indicators and establish reporting dashboards for all internal audiences. In this management position, it is the manager’s responsibility to see that all related processes are completed accurately and in the time frame specified.

Job Functions, Essential Duties and Responsibilities

  • 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.
  • Develop and deliver accurate and timely analysis and reporting to senior management
  • Oversee critical Trust reconciliation process including: daily production across onshore and global teams, asset statement capture and conversion (automation focused); asset reconciliation by month or most efficient timeframe by plan type to maximize trust completion, , workflow alignment with key compliance deliverables
  • Responsible for establishing effective quality control environment including new client setup on the Trust system (method-cash/accrual, asset holder, frequency, assignment), as well as accuracy of client trust reconciliation
  • Develop and maintain process standards across all plan types requiring trust asset reconciliation
  • Support team and management in the identification and handling of escalated items/calls from clients, with responsibility for ultimate resolution of the escalated item
  • Act in the role as the subject matter expert, as needed, in conjunction with the Training & Development Team
  • Effect change via automation efforts -Have an understanding of the current operational procedures to know when certain processes change, how that may affect another department and be able to work with that leader to review and resolve possible conflicts.
  • Participate and lead special projects as assigned

Supervision  

  • Provide feedback/solutions to team lead(s) to minimize risk and improve processes
  • Supervise the Contribution and Distribution department staff, which includes periodic reviews, professional development, and constructive feedback

Experience, Skills, Knowledge Requirements

  • Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
  • Minimum of 10 years of supervisory experience in a finance related industry with retirement service industry preferred
  • In depth knowledge of Windows-based programs such as Excel and Word
  • The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base
  • Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency
  • Strong time management skills
  • Excellent analytical, technical, creative problem solving skills
  • Ability to work in a team environment to ensure a common goal of providing exceptional customer service
  • Ability to react to change productively and handle other essential tasks as assigned
  • Ability to work well under pressure with multiple priorities and deadlines in a high stress environment
  • Ability to manage a team and/or project successfully across Management/Leadership/People Development/Training/Change management

We are proud to be an Equal Opportunity Employer

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare 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.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

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”). 

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