Trade Associate

Trade Associate

• Dresher, Pennsylvania
• Full time
• Opening on: Oct 1 2026
• Hybrid
• Ascensus

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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.

Position Purpose:

To support daily trade operations of Ascensus

Essential Duties and Responsibilities:

• CDSC and Redemption Fee Research and Tracking
• Processing of Trade Files, Manual Trades, and Trade Messaging
• Resolution of High Priority Trade Assertions
• Research and Resolution of Non-Price Protected Trade Rejects
• Processing of initial account setup and Broker Registration verification
• Corporate Action Processing on Recordkeeping or Trade Platform
• Plan Level Request Processing to include fund adds, exchanges, deletes, model updates, and self direct establishment on Recordkeeping or Trade Platform
• Assistance with Partner Model Rebalances
• Perform first level Quality Control Checks
• Assist on limited basis with Departmental Projects and Initiatives
• Participate in IQP workshops to assist with determining risk and exposure gaps within the departmental processes
• Monitoring and responding to Emails and Trade Support Tickets
• 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.
• 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.
• Proactively adopt, protect and boldly embrace emerging technologies (AI, automation, etc.), platforms, and evolving practices that accelerate transformational growth and advance Ascensus' mission and client commitments.

Minimum Requirements:

• Bachelors' degree in Business/Math/Computer Science or equivalent work experience
• Proficient in Microsoft Office Word and Excel Software
• Basic knowledge of Retirement Plans and/or NSCC/Fund Serv trading and settlement platforms
• 0-2 Experience in the Trade and/or Retirement industry
• Ability to manage and meet expectations of both internal and external clients

Work well as a team member; ability to multi-task and work in a fast paced environment with some functions having strict deadlines to adhere to

• Good written and oral communication skills. The ability to communicate effectively (clearly, concisely and professionally) with internal and external clients is essential.
• Excellent organizational, analytical, math and problem solving skills
• Effectively balance multiple priorities and deadlines
• Flexibility to work overtime when necessary

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.