Transaction Specialist

FiduciaryxChange, recently integrated as part of Ascensus, is dedicated to reducing the risk and administrative burden of adhering to ERISA guidelines. Our suite of flexible and comprehensive fiduciary services helps 401(k) plan sponsors, advisors and administrators effectively meet their obligations. Led by experienced professionals, we uphold a Prudent Expert Standard of Care and offer specialized services such as Pooled Employer Plans, 402(a) Named Plan Fiduciary Services and 3(16) Plan Administrator support.

Responsibilities

• Completes participant transaction requests (loans, hardship withdrawals, termination distributions, QDROs, RMDs, and in-service distributions) following a 7-step protocol to ensure accuracy and prevent fraud
• Direct contact and interaction with participants
• Responds to Plan Sponsor questions or coordinates with service providers
• Maintains the ATCSF Admin system contact changes
• Ongoing daily monitoring of support and team emails
• Assists in overseeing plan sponsor service requests
• Completes annual and interim notices and disclosures
• Assists with Audit and Year-End Compliance Data Collection
• Force-out monitoring and processing

Requirements

• Bachelor's or Associate Degree
• At least 2 years of qualified plan experience
• Bilingual in English and Spanish
• Qualified plan document experience (a plus)
• Strong interpersonal skills
• Excellent oral and written communication skills
• Ability to organize, prioritize, and manage multiple tasks within established timeframe
• Excellent analytical and critical thinking skills
• Exceptional skills in Microsoft Office Suite, with Excel preferred
• Familiarity with Microsoft Word and Adobe Acrobat (a plus)

Pay

The national average salary is $45,000 - $50,000, exclusive of any bonuses and benefits. Actual salary offered may vary based on factors including location, experience, performance, and internal pay alignment.

Benefits

• 401(k) match
• Medical, Dental, and Vision coverage
• Paid-Time-Off