Fundraising Coordinator jobs in Duluth, MN

Job Functions

Essential Duties and Responsibilities

• Liaison between client, financial advisor, alliance partner and Ascensus.
• Manages all elements of off-boarding events and tasks that include detailed needs assessment review, service definition, and coordination with multiple parties.
• Manage deadlines work within allotted time frames.
• Manages caseload effectively to meet or exceed departmental service goals and partner specific service levels for quality and timelines.
• Communicates implementation plan, including but not limited to, the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties.

Assigns and performs tasks to meet service timelines.

• Effectively respond to internal / external customer inquiries via phone and written correspondence.
• Document all verbal and written correspondence appropriately.
• Collaborates with team members to continuously improve processes and in meeting goals.
• Provides input to Management on client issues, escalated potential risks that impact either service satisfaction and / or financial liability.
• Resolves internal and external client issues by responding to all correspondence within communicated timeframe.
• Tracks plan progress through the off-boarding process by monitoring and updating appropriate tracking tools (i.e. Tracker and IMPACT).
• Communicates effectively Ascensus’ needs by using pre-established letters, support material, and email templates.
• Represents Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence.
• Assist supporting PSG units and team in monitoring turnaround times by communicating when your stage has been completed and / or when they need to initiate an action.
• Provides accurate Qualified Plan information to alliances, brokers and clients by attending training sessions and continued self-study.
• Meet expectations of the job by attendance, punctuality as indicated in the employee policy handbook.
• Performs other duties and special projects as assigned.
• Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and / or improper transmission of information that could result in harm to a client.
• The I-Client philosophy and the 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.

Experience, Skills, Knowledge Requirements

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
• Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred)
• Ability to work overtime as necessary
• 2-4 years of industry experience in financial services or retirement services environment. Client services experience a plus.
• Basic knowledge of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototypes).
• Excellent presentation skills, telephone etiquette, professionalism and client service skills and time management proficiency.
• Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) all levels within the ASCENSUS organization, as well as with our client base.
• Computer literacy with recordkeeping systems and trust systems; and experience with plan reconciliation’s.
• Excellent analytical and problem resolution skills.
• Ability to work in a team environment to ensure common goal of providing exceptional customer service.
• Ability to react to change productively and handle other essential tasks as assigned.
• 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 liability for the company.
• Must possess strong facilitation, negotiation, and conflict resolution skills.
• Ability to work in a fast-paced environment, handling multiple priorities.
• Ability to escalate issues to appropriate levels within an organization.

We are proud to be an Equal Opportunity Employer

Last updated : 2024-04-30