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.

Section 1: Position Summary

Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner.

Section 2: 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.
• Assist with other tasks and projects as assigned
• Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service
• Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.)
• Assist administrator with data entry such as contribution and enrollment processes as needed.
• Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust.
• Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents.
• Provide back up to office receptionist (office duties) as needed.
• Deliver daily outgoing mail to mailbox.
• Pick-up incoming mail daily from mailbox.
• Provide clerical back up support for Benefit Trust Services team members
• Assist in mass mail projects
• Miscellaneous errands (post office, bank, etc.)
• Meet all quality, productivity, and turnaround goals

Supervision  

• N/A

Section 3:  Experience, Skills, Knowledge Requirements

• Learn functions of Benefit Trust Services administration
• Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations
• Effective oral and written communication skills
• Organization and prioritization skills
• Software Skills:  MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc.
• Online portals for Insurance Carriers
• Bank Deposit Machines (WF CEO, CB&T, Union Bank etc)
• Detail orientation
• Ability to work independently
• Effective Interpersonal skills
• Demonstrates initiative
• Good judgment
• 1 – 2 years office experience

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.