Ascensus · 4 hours ago
Plan Administrator - Newport
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Responsibilities
Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned.
Facilitate daily transactional activity with the Trustee and trading desk.
Serve as initial escalation point for participant call center inquires, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data.
Qualification
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Required
Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience.
2+ years’ experience working in a related position in the retirement services sector.
Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe.
Have the ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations.
Preferred
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired· undefined
2019-02-19Secondary Market· undefined
Recent News
PR Newswire
2024-06-03
2024-05-24
Company data provided by crunchbase