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.
Temporary Associate – PAM Update Project (Skills & Qualifications)
1. Core Functional Skills (Required)
Data Entry & System Accuracy
- Ability to accurately transfer data from Plan Administration Manual (Word documents) into system fields (BOSS)
- Strong attention to detail with high data accuracy and consistency
- Comfortable working with structured fields and system-driven inputs
The project requires completing setup fields and updating plan data as part of the BOSS configuration process.
Document Interpretation & Translation
- Ability to interpret Plan Administration Manual and translate it into system fields
- Understand how to apply logic when information is unclear or incomplete
- Comfortable making reasonable assumptions with guidance and documenting them
The project leverages a Checklist and requires converting document content into system configurations.
Excel Proficiency
- Basic Excel skills, including:
- Copy & Paste
- Insert Rows
- Add Filter & Freeze Panes
- Remove duplicates
- Ability to compile and maintain lists (e.g., event codes, distribution codes)
Data Validation & Quality Control (QC)
- Ability to audit entered data against source documents
- Perform reasonability checks to ensure data makes sense operationally
- Identify and flag:
- Missing fields
- Inconsistent data
- Potential setup issues
QC includes reviewing entries for accuracy and ensuring sections are complete and administratively reasonable.
2. Technical & System Skills
- Ability to learn and navigate BOSS system functionality
- Familiarity with:
- Data extract reports
- System-based configuration fields
- Basic understanding of:
- Codes (event codes, distribution settings, etc.)
- Structured system inputs vs. freeform text
The role interacts with BOSS distribution settings, extract reports, and system configuration data
3. Analytical & Problem-Solving Skills
- Ability to:
- Translate ambiguous Plan Administration Manual into structured inputs
- Identify when something “does not make sense” operationally
- Escalate issues or questions appropriately
- Logical thinker with strong pattern recognition
4. Organizational & Process Discipline
- Ability to follow standard procedures and templates
- Strong time management to handle high-volume, repetitive tasks
- Ability to:
- Track progress across multiple plans
- Maintain organized work and documentation
5. Communication Skills
- Clear written communication for:
- Documenting assumptions
- Flagging issues for QC review
- Ability to collaborate with:
- Core Product Support
- QC reviewers
- Project leads
The project includes structured communication and handoffs between setup and QC teams
6. Key Traits for Success (Behavioral)
- Detail-oriented and quality-focused
- Comfortable with repetitive but high-precision work
- Able to learn quickly in a structured environment
- Proactive in asking questions when unclear
- Able to balance speed with accuracy
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Skills Required
- Accurately transfer data from Plan Administration Manual (Word documents) into BOSS system fields
- High attention to detail with strong data accuracy and consistency
- Comfortable working with structured fields and system-driven inputs
- Interpret Plan Administration Manual and translate content into system configuration fields
- Apply logic and make reasonable assumptions with guidance; document assumptions
- Basic Excel skills: copy & paste, insert rows, add filters, freeze panes, remove duplicates
- Compile and maintain lists (e.g., event codes, distribution codes)
- Audit entered data against source documents and perform reasonability checks
- Identify and flag missing fields, inconsistent data, and potential setup issues
- Ability to learn and navigate BOSS system functionality
- Familiarity with data extract reports and system-based configuration fields
- Basic understanding of codes (event codes, distribution settings) and structured inputs vs freeform text
- Follow standard procedures and templates; strong time management for high-volume repetitive tasks
- Clear written communication for documenting assumptions and flagging issues
- Collaborate effectively with Core Product Support, QC reviewers, and project leads
- Detail-oriented, quality-focused, comfortable with repetitive high-precision work
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.
Ascensus Insights
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.
