Plan Administrator
Essential Functions
- 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.
Management Responsibilities
None
Required Education, Experience and Certificates, Licenses, Registrations
- 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 (but not required) education or skills for this role
- 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.
Competencies
- Analytical
- Avid Leaner
- Detail oriented
- excellent verbal and written communication skills
- Planning and organizing
- resourceful
- team plalyer
- Time Management
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.
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