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 : Perform duties to ensure all retirement transactions are processed timely and accurately, working within the limits of standard practice.

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　　Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions .

　　Completion of daily recordkeeping Operations processing volumes and related tasks in accordance with Newport service level agreements

　　Completes Quality Assurance work flow steps for transactions as required in the work flow system

　　Works cross functionally to maintain reconciled positions within the Trust/Custodial accounts

　　Understands plan setting requirements and specifications to identify potential transactional issues

　　Maintains data within the recordkeeping and ancillary systems

　　Utilizes custodial and ancillary systems as required

　　Pursues resolution of aged items with internal departments and service partners

　　Researches and resolves any issues that occur through the client and/or client service managers

　　Manages multiple tasks effectively by balancing high productivity with excellent service quality

　　Adheres to all Newport standard operating procedures and controls

　　Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy

　　Regular, reliable and punctual attendance

　　Management Responsibilities: None

　　Required Education, Experience and certificates, licenses, registrations

　　1+ years of experience in a corporate environment

　　Strong MS Office skills to include Excel

　　Preferred (but not required) education or skills for this role are

　　Bachelor’s degree in a business related field

　　2+ years of experience working in a related position in the retirement services sector

　　Prior experience with Relius and/or DST/SS&C TRAC recordkeeping administration system

　　Familiarity with trading and cash reconciliation concepts

　　Competencies:

　　Teamwork

　　Client Focus

　　Critical Thinking

　　Time Management

　　Resilience

　　Attention to Detail

　　Planning and Organizing

　　Written and Verbal Communications

　　Collaboration

　　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.

　　TRAVEL: Up to 5%

　　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.