Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Job Summary: Implements and monitors organizational processes while working to improve quality, productivity, efficiency and service experience for internal and external business partners. Provides input on policy and strategic decisions as well as the development of policies and procedures. Assists with recruiting, coaching, and promotes a culture that encourages growth and performance.
Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Monitors execution of operational processes
- Coordinates amongst teams/locations to foster exchange of ideas and provide cross-team learning opportunities
- Develops, implements and reviews operational policies and procedures with a focus on risk mitigation, automation and service quality
- Supports communication between employees and the management team
- Resolves internal escalations and raises awareness with senior leaders
- Facilitates change management and business initiatives within the team
- Leads departmental projects, participating in short and long term departmental planning initiatives where required
- Researches errors and makes recommendations for corrections
- Prepares/delivers reporting to senior leaders
- Manages multiple tasks effectively by balancing high productivity with excellent service quality
- Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy
- Builds consensus and relationships among managers, partners and employees
- Regular, reliable and punctual attendance.
Management Responsibilities
- Manages and develops a high performing team through implementation of effective recruitment, training/cross training, performance management, mentoring, motivation and coaching.
- Leads and engages employees in a positive and professional manner where inclusion and diversity of thought are leveraged for innovation and continuous improvement.
- Works with employee to set and execute employee SMART goals/objectives.
- Manages direct reports according to Newport policy
- Maintains safe and healthy work environment by establishing, following and enforcing standards and procedures; complying with legal regulations
Required Education, Experience and certificates, licenses, registrations
- Bachelor’s degree in a business related field or industry experience, or a combination of education
- 3-5 years’ experience working in a related position in the retirement services sector
- Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
- Prior experience with McCamish recordkeeping system a plus
- Familiarity with trading and cash reconciliation concepts
- Project Management experience with exposure to Agile development methodology
Competencies:
- Verbal and Written Communication
- Leadership
- Adaptability
- Conflict Resolution
- Innovation
- Developing Others
- Relationship Building
- Planning and Organizing
- Emotional Intelligence
- Problem Solving
- Attention to Detail
- Time Management
TRAVEL: Up to 10%.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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.
Ascensus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.
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Flexible Benefits — Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
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Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
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Parental & Family Support — Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.
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What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
