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Retirement Onboarding Administrator

3 months ago

Remote, Oregon, United States Ascensus Full time

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.

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