Job description
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.
Who we are:
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.
What You will do:
- Learn retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and how those areas impact businesses and employees.
- Provide client support and customer service on day to day issues with clients by responding both orally and via written communication.
- Generate and deliver reporting to clients
- Coordinate transactions with internal departments and track through completion
- Complete special projects as needed
- Assist team with duties and tasks as needed
- Prioritize tasks due to urgency of requests
- Manage responsiveness through daily organization of multiple systems
Requirements for this role include:
- Bachelor’s degree preferably in finance, economics, or business.
- Must have superior client service skills.
- Advanced excel experience.
- Proactive and resourceful.
- Able to multi-task and work in a fast-paced environment.
- Ability to build internal relationships and communicate effectively with others.
- Must have exceptional organization skills, strong attention to detail and a high degree of accuracy.
- Must exhibit strong written and oral communication skills.
- It is a requirement of this job to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift.
- Critical thinking
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
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