Newport, an Ascensus company, is looking to solve the problem of helping employers offer their associates a more secure financial future through retirement plans, insurance and consulting services by hiring a professional to assist NQ Project Managers for new non-qualified plans.
Requirements
- In-depth knowledge of retirement plan industry.
- 3 to 5 years in the retirement plan industry; or equivalent combination of education and experience.
- Analytical
- Detail oriented
- Problem solver
- Planning and organizing
- Thoroughness
Responsibilities
- 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.
- Assists in coordination of plan deconversions.
Other
- Regular, reliable, and punctual attendance
- Collaborates with and openly shares knowledge with colleagues
- Excellent verbal and written communication skills
- Bachelor's degree from four-year college or university is preferred
- Up to 5% travel required
