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NQ Financial Reporting Coordinator

4 months ago

Lake Mary, 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.

**Position Summary**

The NQ Financial Reporting Coordinator assists in the production of the periodic financial reporting provided to clients, manages specialized internal information reports related to client demographics and reporting requirements, monitors Accounting Services communications, and supports other Accounting Services functions as needed.

**Job Functions, Essential Duties and Responsibilities**

**(1)** Generate time critical preliminary client base reporting

**(2)** Manage and maintain internal database of client demographics and commitments

**(3)** Monitor client report distribution for verification of timely delivery

**(4)** Monitor Accounting Services communications for direction to appropriate recipient

**(5)** Assist in the accumulation of source documents required for client report generation

**(6)** Support maintenance of client reporting inventory

**Supervision**

+ This position does not supervise others

**Experience, Skills, Knowledge Requirements**

+ Solid working knowledge of Microsoft Office Suite (Excel, Word, Outlook)

+ Demonstrated knowledge of functions and formulas in Excel

+ Ability to organize and manipulate large amounts of data

+ Strong attention to detail

+ Ability to manage deadlines

+ Strong analytical skills

+ Associate degree (Accounting preferred)

We are proud to be an Equal Opportunity Employer

_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).