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Project Coordinator, FuturePlan

May 27, 2026

Beneco, now part of FuturePlan by Ascensus®, is a recordkeeping, third-party administration, and benefits consulting services firm that allies solely with contractors to empower them to build their businesses, while helping their valued workers build a secure and prosperous future for their families. We are a group of committed and talented individuals who work together as one high-performance unit with a positive attitude and a strong sense of shared responsibility for winning as a team. Through development, coaching, feedback, and recognition, we work hard to provide an environment that taps into each of our employees’ unique awesomeness and unlocks their potential. We take care of our own, so that they can take care of our clients.Section 1: Position SummaryThe Project Coordinator is a key role in the FuturePlan Service and Operations team responsible for the authoring and development of knowledge management tools. This will include but is not limited to structuring and curating content that will be accessed and used by multiple associates across the FuturePlan business for information gathering, project planning, and initiatives currently in process. This role will require the ability to assimilate to multiple initiatives for active participation in leading projects, facilitating meetings, and influencing optimal use of knowledge management tools and systems.Section 2: Job Functions, Essential Duties and Responsibilities<ul><li>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.</li><li>Our I-Client service philosophy and our 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.</li><li>Author content for the Panviva application for business users</li><li>Structure and curate content of plan administration and industry knowledge for FuturePlan client service teams based on general resources and FuturePlan SME contributions</li><li>Use Axis application to support work and recommendations where applicable for projects, plans, and other applicable work; work with key internal resources or external business partners to define/discuss/document knowledge resources</li><li>Coordinate and manage components of projects; accurately capture and communicate information throughout all project phases; discuss project solutions and/or issues with team.</li><li>Work with workflow system to administer the intake and prioritization of formal projects and other initiatives; collaborates with team to develop and maintain areas of the project and ensure cross flow</li><li>Analyze reporting data to identify trends and development needs for the business; recommend improvements to applications, workflows and procedures based on analyzed data.</li><li>Facilitate meetings, including preparing meeting materials and transcribing meeting minutes.</li><li>Assist in the development of solutions to organizational issues and concerns and develops organized change strategies and plans.</li><li>Establish and document processes that support the continuous improvement of sound business practices</li><li>Assist with other tasks and projects as assigned</li></ul>Supervision <ul><li>N/A</li></ul>Section 3: Experience, Skills, Knowledge Requirements <ul><li>Bachelor’s Degree or equivalent work experience in retirement industry/financial services</li><li>A minimum of 2 years’ experience with knowledge management systems and/or retirement plan administration</li><li>Excellent communication skills, both oral and written with a focus on technical writing skills</li><li>Plan Administration skills</li><li>Proficient in project management skills, including successfully managing projects from beginning to end.</li><li>Excellent interpersonal skills and the ability to work in a fast-paced environment, under tight deadlines and effectively prioritize multiple projects.</li><li>Strong analytical and problem-solving skills.</li><li>Disciplined work habits and attention to details; self-motivated and able to meet deadlines.</li><li>Strong research skills including gathering and analyzing data from multiple sources.</li><li>Working and communicating effectively in a cross-functional team environment.</li><li>Ability to facilitate effective meetings.</li><li>Knowledge in PC applications including MS office products.</li></ul>We are proud to be an Equal Opportunity EmployerBe 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.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...