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Plan Administrator - Remote

Posted 4 weeks ago
Finance / Legal
Full Time
USA

Overview

The Plan Administrator at Newport plays a crucial role in managing corporate non-qualified benefit plans, ensuring effective client service and data accuracy.

In Short

  • Implement and maintain client non-qualified benefit plan accounts.
  • Facilitate daily transactional activities with the Trustee and trading desk.
  • Serve as the initial escalation point for participant inquiries.
  • Develop a comprehensive understanding of workflow processes for assigned plans.
  • Respond to inquiries in accordance with published standards.
  • Utilize strong MS Office skills, particularly in Excel.
  • Work under pressure in a fast-paced environment.
  • Meet or exceed performance expectations consistently.
  • Collaborate with team members and clients effectively.
  • Engage in professional development and training opportunities.

Requirements

  • Bachelor’s degree in a business-related field or equivalent experience.
  • 2+ years of experience in retirement services.
  • Strong communication and analytical skills.
  • Ability to write reports and correspondence effectively.
  • Experience with advanced mathematical concepts and spreadsheet software.
  • Detail-oriented with excellent time management abilities.
  • Resourceful and a team player.
  • Ability to present information clearly to various audiences.
  • Experience in a client-facing role preferred.
  • Ability to adapt to changing duties and responsibilities.

Benefits

  • Collaborative and idea-sharing environment.
  • Professional development and tuition reimbursement.
  • Generous reward programs.
  • Paid time off and health benefits.
  • Health Savings Account with employer contributions.
  • 401(k) and 529 college savings match programs.
  • Volunteer and charitable-giving programs.
  • Business casual dress code.

Ascensus

Ascensus

Ascensus is a leading provider of retirement and college savings solutions, dedicated to helping millions of individuals save for a better future. The company emphasizes a collaborative and idea-sharing environment, fostering professional development through in-house training and tuition reimbursement. Ascensus values its employees by offering generous reward programs, comprehensive medical, dental, and vision benefits, as well as 401(k) and 529 college savings match programs. With a commitment to integrity and quality, Ascensus strives to deliver world-class service while ensuring the protection and confidentiality of client data.

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