LikeRemoteProcessing Specialist, Newport
🇺🇸 United States
Consulting
Management
C
Finance
Project Management
Excel
Processing Specialist, Newport
from 🇺🇸 United States
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.
JOBSUMMARY: The ProcessingSpecialistformats andloads payroll andwithholdinginformationto postintoparticipant accountsutilizingthe pricing servicesto collectprices, dividends and other corporate actions. TheProcessingSpecialistworks closelywithother departmentsto helpcross check participants’ accountsfor accuracy andtimely reporting.
ESSENTIALFUNCTIONSReasonableaccommodations may be madetoenableindividualswith disabilities to perform these essentialfunctions.
• Confirmsparticipant vestingand vestedaccountbalances
• Verifiesdocumentationandinformation foralldistributionsandpostsdistributionsinto system;updates participant personal and election data as needed
• Managesplan featuresanddatabase rules toensure409a compliance
• Communicateswith theinternal client service teamor relationship contacts toidentifyandprioritize issues thatneedimmediateattention
• Adjustsfile layoutstothe correctformatforprocessing;manages andprocesses scheduledwithdrawalrequests.
• Providesassistance to managementanddepartmental teams forallprojectsasneeded
• Coordinatesdetails, creates records,and followsupon replies relatingto specialprojectsasdirected
• Assistsin streamliningprocesses.
• Regular, reliableandpunctualattendance
MANAGMENTRESPONSIBILITIES(NONE)
REQUIREDEDUCATION,EXPERIENCE ANDCERTIFICATES, LICENSES, REGISTRATIONS
• High schooleducation
Must beable towork a7am -4pmshiftat least onedayofthe week.
PREFERRED(BUT NOT REQUIRED)EDUCATIONORSKILLSFORTHIS ROLE ARE
• Bachelor’sdegree (B.A.)ineconomics,accountingor finance from a four-year
Collegeoruniversity,or relatedworkexperience
• Intermediate Excel, Word,and Access skills
COMPETENCIES
• Analytical
• Problem Solver
• Project Management
• Research Skills
• Leadership
• Planningand Organization Skills
• Writtenand VerbalCommunication skills
• Judgment
• CriticalThinking
• Independent
• Team Player
• Detail Oriented
• Proactive
• Motivated
TRAVEL:Upto 5%.
OTHERDUTIES
Pleasenotethisjob descriptionisnotdesignedto cover orcontain acomprehensivelisting of activities, duties orresponsibilities that arerequired of theemployee forthisjob. Duties, responsibilities and activities maychangeat any time withorwithout notice.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.comor @futureplan.comemail 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.
