Essential Functions
- Serves as the primary point of contact for plan sponsors, advisors and internal Newport teams to successfully on-board client plans onto Newport platform.
- Identifies, creates, and executes efficient project timeline and client facing deliverables.
- Works with plan sponsors, internal / external consultants, and prior service providers to successfully convert plan data, assets and liabilities.
- Schedules and leads weekly checkpoint calls with clients and external partners to provide project status update and to discuss open items.
Maintains and organizes client-meeting materials such as agenda, minutes and timeline.
- Understands legal plan documents, implementation process and translates client requests into actionable tasks.
- Research and understands client on-boarding process, plan setup and project documentation needs. Works closely with cross-functional support teams to resolve system setup and configuration issues.
- Takes ownership and facilitates resolutions to client questions / issues using the available internal and external resources.
- Prepares client data with use of Excel formulas / tools, including but not limited to : data extracts, data formatting, data manipulation and editing to ensure completeness and accuracy to ensure compliance with contractual requirement and client expectation.
- Prepares the necessary documentations for initial plan set up and provide post implementation assistance by developing accurate and detailed administration manuals outlining processes and procedures related to the project / case.
- Manages multiple case assignments, different clients, changing priorities to manage and prioritize project needs.
- Consistently meets and / or exceeds performance expectations, working under pressure in a very fast paced, demanding environment, continuously under tight deadlines
- Focuses on learning in everyday activities and events
- Collaborates with and openly shares knowledge with colleagues
- Regular, reliable, and punctual attendance
Management Responsibilities
None
Required Education, Experience and Certificates, Licenses, Registrations
- 5 - 7 years in the retirement plan industry. Knowledge of non-qualified deferred compensation plans a plus, as well as understanding of various retirement plans, market operation, and general retirement plan practices.
- Project Management experience,
- Advanced Excel skills
Preferred (but not required) education or skills for this role
- Bachelor's degree from four-year college or university in related field
- In-depth knowledge of implementation and conversions of retirement plans
Competencies
- Builds Collaborative Relationships
- Commitment to Excellence
- Detail Oriented
- Excellent Verbal and Written Communication Skills
- Integrity
- Personal Credibility
- Planning and Organizing
- Problem Solver
- Resourceful
- Team Player
- Time Management
- Analytical
TRAVEL : Up to 5%.
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.
30+ days ago