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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®