Technical Lead, Document Services at Ascensus

About this role

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section 1: Position Summary The Document Services team provides employer plan documents for qualified retirement plans. This position will participate in product, project, and workflow initiatives as a Subject Matter Expert (SME) for Document Services roles. The Technical Lead will proactively manage components of the plan document process to ensure timely and accurate delivery of plan document packages for employer signature. This position will handle automated/mass processes for the document services team as well as identify and implement additional automation opportunities. Section 2: Job Functions, Essential Duties and
Act as Subject Matter Expert for Document Services in project/product meetings and assist in documentation and training:
Participate in working through changes needed for the document processes
Provide specific training
Coordinate needed updates to procedural documentation


Manage all elements of plan document events and tasks that include detailed needs assessment review, service definition, coordination with multiple parties
Collaborate with leadership and team members to continuously improve and automate document processes
Provide input to leadership on client issues and weekly/monthly reports as defined
Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability
Act as mentor and coach to other Document Services staff and provides one-on-one and group training to staff as requested
Facilitate process improvement initiatives specific to document services including analysis, testing support and quality controls and procedural documentation.
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
Supervision
Responsible for the design and supervision of automated document processes
Manage 3-5 document projects with established timelines and/or budgets
Section 3: Experience, Skills, Knowledge Requirements
Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
Minimum of 3 years of industry experience in retirement services environment including client services experience
Strong knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype)
Strong presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency.
Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base
Computer literacy with recordkeeping systems and trust systems; experience with plan document generation systems preferred
Proficiency in MSOffice software applications, specifically Word, Excel, Access, and Visio
Strong analytical and problem resolution skills
Ability to work in a team environment to ensure common goal of providing exceptional customer service
Ability to work well under pressure with multiple priorities and deadlines in a high stress environment
Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company
Must possess strong facilitation, negotiation, and conflict resolution skills
Ability to escalate issues to appropriate levels within an organization
Ability to facilitate meetings to obtain feedback and information and document findings
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. Originally posted on Himalayas