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: Performs functions to assist NQ Project Managers for new non-qualified plans, including managing system and plan changes for existing plans.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Sets-up, modifies and maintains system functionality for new and existing clients across various systems as directed by NQ Project Managers and service teams.
- Works with NQ Project Managers to setup plan parameters and to prepare website and appropriate record keeping systems as needed for new plans.
- Assists NQ Project Managers in maintaining plan conversions and implementation checklists for new non-qualified plans.
- Performs complete and accurate requested plan / design changes for existing plans as directed by service team.
- Assists Enrollment Team in enrollment site review and enrollment data loads into the recordkeeping system.
- Utilizes Product Support workflow system effectively and report status of all work projects to manager as requested.
- Works with manager to identify problems and improve efficiencies relative to servicing non-qualified plans.
- Assists in coordination of plan deconversions. Works with Trading, Client Services and other departments as necessary to ensure common understanding of requirements and customer expectations.
- Writes reports, business correspondence, and procedure manuals.
- Effectively presents information and responds to questions from managers, clients, customers, and the public.
- Consistently meets and/or exceeds performance expectations, working under pressure in a very fast paced, demanding environment, continuously under tight deadlines
- Focuses on learning in everyday activities and events
- Collaborates with and openly shares knowledge with colleagues
- Regular, reliable, and punctual attendance
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.
- In-depth knowledge of retirement plan industry.
Preferred (but not required) education or skills for this role
- Bachelor's degree from four-year college or university is preferred
Competencies
- Analytical
- Detail oriented
- Excellent verbal and written communication skills
- Fostering team work
- Independent
- Integrity
- Judgement
- Planning and organizing
- Problem solver
- Thoroughness
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.
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Top Skills
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.
