NQ Enrollment Specialist, Newport (H)

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Acts as overall enrollment project manager by coordinating all elements of existing plan enrollments and or coordination of new plan implementation enrollments, “in-force” plan changes and other ad-hoc projects as assigned.
• Assigned projects may include, but not be limited to, managing technical aspects of fund replacements, plan feature changes, class year account consolidation, and merger/acquisition or plan restructuring activity due to corporate actions.
• Works with other departments such as Strategic Solutions Group, Investment Management, Client Service Managers and Plan Administrators to ensure common understanding of requirements and deliverables and to ensure that projects are implemented to suit contractual requirements and customer expectations.
• Develops and presents enrollment project calendars. Conducts ongoing regular meetings with various department representatives, to drive timely completion of enrollment project milestones.
• Manages the preparation of enrollment process documentation where necessary.
• Oversees the system level enrollment cycle for Non-Qualified plans to include information gathering, setting up applicable system and reporting enrollment data to client services or other departments as necessary. Ensures that plan rules are set accurately and are tested appropriately.
• Ensures that proper “linking” is established with respect to data and the downstream impact to various firm reporting systems.
• Performs quality assurance audits of all projects and documentation to ensure compliance with contractual requirements and client expectations.
• Provides frequent status reports to management and other related departments around the status of the enrollment process.
• Effective utilization of NQ Product Support workflow system. Report status of all work projects to senior management and work with them to identify problems and improve efficiencies relative to the plan enrollment process
• Assists with cross training of functions with other department members. Coordinates up to 100+ cases at a time, effectively communicates, organizes and manages resources and directs other department representatives as needed.
• Regular, reliable and punctual attendance; reports to work as scheduled.

Management Responsibilities:

• None

Required Education, Experience and Certificates, Licenses, Registrations

• 3 to 5 years in the retirement plan industry; or equivalent combination of education and experience.

Preferred (but not required) Education or Skills:

• Bachelor's degree (B. A.) from four-year college or university in related field

Competencies

• Analytical
• Builds Collaborative Relationships
• Detailed Oriented
• Hard-working
• Information Seeker
• Planning and Organizing
• Thoroughness
• Team Player
• Time Management
• project management
• verbal and written communications

  Travel: Up to 5%.

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.