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 SUM MAR Y T he P roc ess ing Sp ec ia list forma ts a nd lo ads p ayro ll a nd with ho ld ing info rmation to po st into par tic ip ant acc ou nts utiliz ing the pric ing s erv ices to co llect prices, d iv id en ds a nd o th er cor pora te acti on s T he Proc ess ing Sp ec ia list wor ks c los ely with oth er d ep artme nts to h elp cro ss ch eck p artic ip ants’ ac co unts for acc uracy a nd time ly re porting.
ESSEN TIAL FUNC TI ONS Reaso na ble acco mm od ations m ay be m ade to en able in dividu als with d isa bilit ies to p erform t he se es se nt ial fu nct io ns
• Conf irms par tic ipant v est ing and v est ed acc ount balanc es
• V erif ies doc um ent at ion and inf orm at ion f or all distri but ions and pos ts distri but ions into syst em; upda tes p artic ip ant p erso nal a nd e lecti on da ta as n ee ded
• M anages plan f eat ur es and dat abase r ules to ens ure 409a c om pliance
• Comm unic ates with t he int er nal c lient s ervice t eam or r elat ions hip c ont acts to ident ify and pr ioritize is sues t hat need imm ediate att ent ion
• Ad jus ts file l ayo uts to the co rrect format for proc ess in g; ma na ges a nd process es sch ed uled with dra wal req uests.
• Pr ov ides ass ist ance to m anagem ent and departm ent al t eams f or all pr ojects as needed
• Coor dinates det ails, cr eates r ec or ds, and f ollows up on r eplies r elat ing to s pec ial pr ojects as dir ect ed
• Ass is ts in str eaml ining pr oc ess es.
• Regular, r eliable and punct ual att endance
MANA GM ENT RESPONS IBI LI TI ES (N ON E)
REQUIRED EDUCA TI ON, EXPERI ENCE AND CER TIFICA TES, LIC ENS ES, REGI STRA TI ONS
• High sc hool educat ion
M ust be able to work a 7am - 4pm shift at l east one day of the w eek
PRE FERRED (BUT N OT R EQUIRE D) EDU CA TI ON OR SKI LLS FOR THIS R OLE ARE
• B ac helor’s degr ee (B. A) in ec onomics, acc ount ing or f inance fr om a f our-y ear
College or university, or r elat ed work ex per ience
• I nt erm ediate Exc el, Wor d, and Acc ess sk ills
COM PETENCIES
• A nalyt ic al
• Pr oblem S olv er
• Pr oject M anagem ent
• Res earch Sk ills
• Leaders hip
• P lanning and Or ganiz at ion Sk ills
• Writ ten and V er bal Comm unic at ion sk ills
• J udgm ent
• Critic al Think ing
• I ndependent
• Team P lay er
• Det ail Ori ent ed
• Pr oact ive
• M ot iv at ed
TRAV EL: Up to 5 %.
OTHER DU TI ES
Plea se note th is job d escript ion is not de sig ned to co ver or co nt ain a co mpr eh en sive listing of a ctivitie s, d ut ies or re sp on sibilit ies t hat are req uired of t he em plo yee f or th is jo b Du tie s, r esp on sibilit ies a nd a ct ivities m ay cha nge at a ny t ime w ith or wit ho ut n otice.
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 is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow.
We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers.
The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com.
Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
