Newport, an Ascensus company
retirement plans, insurance and consulting services
PlanAdministrator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Plan Administrator at Newport, an Ascensus company. Skills: client services, plan administration, recordkeeping. Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions. Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned”
What You'll Achieve.
consistently meeting and/or exceeding performance expectations
Industry & Context.
Analytical
What They're Looking For.
Must Have
2+ years’ experience working in a related position in the retirement services sector, MS Office skills to include Excel, Word, PowerPoint, and Adobe, Ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations
Nice to Have
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations, Ability to write reports, business correspondence, and procedure manuals, Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public, Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs
What You'll Do.
Perform duties to implement
and maintain client non-qualified benefit plan accounts
fund investments and distributions
Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned
Facilitate daily transactional activity with the Trustee and trading desk
Serve as initial escalation point for participant call center inquires
and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data
How You'll Work.
Team & Collaboration
acting as a liaison with the client and Newport
Communication Scope
excellent verbal and written communication skills; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Full Job Description
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** : NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients’ corporate non-qualified plans. **Essential Functions** _Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions_. * Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions. * Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned. * Facilitate daily transactional activity with the Trustee and trading desk. * Serve as initial escalation point for participant call center inquires, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data. **Management Responsibilities** * None **Required Education, Experience and Certificates, Licenses, Registrations** * Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience. * 2+ years’ experience working in a related position in the retirement services sector. * Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe. * Have the ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations. **Preferred (but not required) education or skills for this role** * Ability to read, analyze, and interpret general business periodicals
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