Trust Senior Specialist

About the Role

The Senior Specialist at Provident Trust Group, an Ascensus company, performs all duties of a Senior Trust Analyst while assuming broader responsibilities that directly support their Manager. This role involves leading projects, process improvement initiatives, supporting new associate onboarding, and serving as a temporary backup in the Manager's absence. The Senior Specialist demonstrates advanced communication and decision-making skills.

Responsibilities

• Act as a Subject Matter Expert representing the broader interests of the department or division by leading and participating in strategic initiatives, projects, and organizational change management.
• Partner with the Manager to design and execute onboarding plans for new associates.
• Provide backup coverage for the Manager on an interim and short-term basis.
• Deliver effective and timely verbal and written communications in a clear, concise, and informative manner.
• Master the I-Client Philosophy and positively influence the team’s use of the I-Will Statements.
• Support Consultants in driving world-class client satisfaction.
• Assist with all aspects of trust reporting to support Consultants during peak resource demand.
• Support Total Quality Management procedures within your workgroup to ensure 100% accuracy in client deliverables.
• Protect, secure, and handle all confidential data to prevent unauthorized access, improper transmission, or unapproved disclosure.
• Demonstrate the I-Client service philosophy and Core Values (People Matter, Quality First, Integrity Always®) in daily actions.
• Assist with other tasks and projects as assigned.
• Act as a backup to the Manager.

Requirements

• Bachelor’s degree preferred.
• 10 or more years of ERISA experience in the pension industry.
• Expert-level proficiency in Microsoft Word, Excel, and Outlook.
• Advanced written and oral communication skills.
• Advanced understanding and knowledge of all pension plan types.
• Strong analytical and problem-solving skills.
• Demonstrated attention to detail and ability to prioritize, manage tasks, and meet deadlines related to business operations and ERISA compliance.
• Ability to effectively plan, assign work, and supervise support staff.
• Leverage extensive ERISA knowledge to consult and resolve pressing client issues.