Transaction Specialist

AmericanTCS, recently integrated as part of Ascensus , has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength. FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement defining a retirement plan standard of excellence. This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs, RMDs, and In-service distribution. They will follow a 7 step protocol to make sure the transaction is accurate and to prevent fraud. The position requires direct contact and interaction with participants. Responsibilities • Completes participant transaction requests Responds to Plan Sponsor questions or co-ordinates with service providers Maintains the ATCSF Ad min 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 • Assist with Audit and YE Compliance Data Collection • Force out monitoring and processing Skills & Qualifications • Bachelor's or Associate Degree At least 2 years of qualified plan experience • Bilingual in English and Spanish • Qualified plan document experience would be 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, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus. The national average salary is $45,000 - $50,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offere