Ascensus is looking for a detail-oriented and capable Financial Operations Analyst to support day-to-day financial operations across multiple business functions. As the largest independent recordkeeping services provider and retirement plan third-party administrator in the United States, powering savings plans for more than 16 million people, Ascensus operates at a scale where accuracy, process discipline, and financial integrity matter enormously. This is a hands-on operations role for a finance professional who is comfortable managing complex, recurring financial processes with precision and accountability.

In this role, you will take ownership of the quarterly and monthly automated RIA and TPA fee process, including payment processing, research and correction of errors and variances, trade confirmation, and payment instruction delivery to the Trust. You will respond to and resolve RIA and TPA-related issues, questions, and enquiries, coordinate custom reporting and delivery of RIA information to various firms, and submit recordkeeping helpdesk tickets as needed for fee enhancements, research, and reporting. You will maintain and ensure compliance of Credit Memo and RK Loss databases in accordance with the published Table of Authority, oversee the Managed Account and Fiduciary service product process, and manage the monthly allocation of fund revenue including SubTA and 12b1 fees into plan holding accounts while managing the participant fee equalisation process. Additional responsibilities include QC of quarterly wrap fee calculations, creating invoices and posting outgoing wires using annual, quarterly, and month-end journal entries for Government Savings contracts, monthly reconciliation of billed revenue, insurance, and mutual fund commissions, and dashboard reporting and QC of RIA payments. You will work closely with the Strategic Business Consultant team and client service to ensure a positive advisor payment experience.

The ideal candidate holds a Bachelor's degree in accounting or finance, preferred, and brings strong PC skills across Excel, Word, and PowerPoint, with Microsoft Access considered a plus. Strong written and verbal communication skills, the ability to handle multiple concurrent priorities, and a self-directed, organised approach to complex financial operations are all essential. Ascensus' core values of People Matter, Quality First, and Integrity Always are expected to be visible in every action and interaction.

Ascensus offers the opportunity to contribute to a company named Retirement Leader of the Year at the 2026 With Intelligence Mutual Fund and ETF Awards, working alongside nearly 5,600 associates dedicated to helping millions of Americans save for a better future.

Apply Now:
To apply, share your CV to devi.shanmugam@ascensus.com
When submitting your application, ensure your CV clearly highlights your experience in financial operations, your proficiency in Excel and Microsoft Office tools, and any background in retirement plan administration, fee processing, or reconciliation work. Your cover letter should explain why you are drawn to the Financial Operations Analyst role at Ascensus and reflect your commitment to accuracy, process integrity, and delivering a positive experience for advisors and clients. Feel free to forward this opportunity to anyone in your network who may be a strong fit.

About Us:
Ascensus is the largest independent recordkeeping services provider, retirement plan third-party administrator, and government savings facilitator in the United States, and one of the savings plan industry's leading providers of outsourced services. Named Retirement Leader of the Year at the 2026 With Intelligence Mutual Fund and ETF Awards, Ascensus supports retirement savings for more than 16 million individuals, serving over 254,100 retirement plans and 1.7 million IRAs. Founded more than 40 years ago with a singular purpose of helping people save for what matters, Ascensus lives by its core values of People Matter, Quality First, and Integrity Always. The company partners with financial institutions, governments, advisors, and employers to deliver tax-advantaged savings solutions across retirement, education, and healthcare, applying purpose-built technology and deep operational expertise to improve outcomes for partners, clients, and savers alike.