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** : Plans, develops, delivers and services more complex/mega clients corporate non-qualified plans for administration.

**Essential Functions** _Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions_ .

+ Develops and maintains full understanding of day-to-day workflow processes required for client plans assigned.

+ Acts as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data.

+ Reviews all documents for completeness and accuracy; assures all checklists are completed.

+ Collects all pertinent plan data from requisite sources.

+ Maintains knowledge of Plan Recordkeeping system and functions.

+ Assists in the implementation and ongoing maintenance and application of regulatory requirements for client benefit accounts.

+ Responds to and documents participant, plan sponsor and trustee inquiries.

+ Researches and resolves any issues concerning reports, investments, plan provisions and specific transactional activities.

+ Provides information and support to the Service Team as needed to manage client accounts.

+ Participates in setting department standards, processes and procedures. Makes recommendations to ensure regulatory compliance issues are met.

+ Contributes to development of enrollment, client communications, materials and administrative standards for new product lines, and assists to implement changes as directed by supervisory personnel.

+ Analyzes and prepares all transactions prior to processing including deferral and distribution management.

+ Prepares, reviews and delivers all plan periodic, regulatory and ad-hoc reporting. Performs quality control checks.

+ Reports to manager on client satisfaction, and any other items necessary to assure customer loyalty.

+ Supports all administrative activities as needed for assigned client accounts.

+ Successfully completes requisite reporting and recordkeeping as well as audit activity associated with the production and distribution of participant benefit statements

+ Coordinates training and provides mentoring to team members, as needed

+ Assumes project management responsibilities for department initiatives to increase efficiencies and document changes in processes and procedures.

+ Oversees the scheduled client deliverables for completeness and in a timely manner

+ Works under pressure in a very fast paced environment

+ Focuses on learning in everyday activities and events

+ Collaborates with and openly shares knowledge with colleagues

+ Presents information and responds to questions from managers, clients, customers, and the public

+ Regular, reliable and punctual.

**Management Responsibilities**

+ None

**Required Education, Experience and Certificates, Licenses, Registrations**

+ 5+ years experience working in a related position in the retirement services sector.

+ Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe.

**Preferred (but not required) education or skills for this role**

+ Bachelors degree in a business related field or industry experience, or a combination of education and industry

**Competencies**

+ Analytical

+ Business Acumen

+ Avid Learner

+ Collaboration

+ Rapport Building

+ Customer Oriented

+ Detail Oriented

+ Verbal and Written Communication Skills

+ Planning and Organizing

+ Problem Solver

+ Team Player

+ Time Management

**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.

_Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com_ _or @futureplan.com_ _email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (Protected Status).

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