Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements College level accounting classes and/or experience in financial services industry Prior participation in industry specific education or certification courses Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner Able to prioritize and meet deadlines Self directed with ability to take initiative Good interpersonal skills Work closely with others in a team setting Strong math skills Excellent attention to detail and ability to proof Software Skills: Access, MS Office 2007 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat Promote a positive and professional working environment Knowledge of IRA administration and all types of qualified contributions to Traditional and Roth IRA Plans General understanding of individual and qualified retirement plan distributions and related tax consequences Knowledge of effective research methods including the Internet, eResource, and other IRA systems. Participate in audit or quality control activities Establish and terminate Automatic Rollover IRAs and handle participant and TPA calls May process/review 1099R/5498 tax reporting including corrective reporting and electronic filing of reports to IRS Open/Process incoming overnight packages Assist with opening and closing of client accounts 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.