Temporary Associate, TPA Solutions

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. Temporary Associate – PAM Update Project (Skills & Qualifications) 1. Core Functional Skills (Required) Data Entry & System Accuracy Ability to accurately transfer data from Plan Administration Manual (Word documents) into system fields (BOSS) Strong attention to detail with high data accuracy and consistency Comfortable working with structured fields and system-driven inputs The project requires completing setup fields and updating plan data as part of the BOSS configuration process. Document Interpretation & Translation Ability to interpret Plan Administration Manual and translate it into system fields Understand how to apply logic when information is unclear or incomplete Comfortable making reasonable assumptions with guidance and documenting them The project leverages a Checklist and requires converting document content into system configurations. Excel Proficiency Basic Excel skills, including: Copy & Paste Insert Rows Add Filter & Freeze Panes Remove duplicates Ability to compile and maintain lists (e.g., event codes, distribution codes) Data Validation & Quality Control (QC) Ability to audit entered data against source documents Perform reasonability checks to ensure data makes sense operationally Identify and flag: Missing fields Inconsistent data Potential setup issues QC includes reviewing entries for accuracy and ensuring sections are complete and administratively reasonable. 2. Technical & System Skills Ability to learn and navigate BOSS system functionality Familiarity with: Data extract reports System-based configuration fields Basic understanding of: Codes (event codes, distribution settings, etc.) Structured system inputs vs. freeform text The role interacts with BOSS distribution settings, extract reports, and system configuration data. 3. Analytical & Problem-Solving Skills Ability to: Translate ambiguous Plan Administration Manual into structured inputs Identify when something “does not make sense” operationally Escalate issues or questions appropriately Logical thinker with strong pattern recognition 4. Organizational & Process Discipline Ability to follow standard procedures and templates Strong time management to handle high-volume, repetitive tasks Ability to: Track progress across multiple plans Maintain organized work and documentation 5. Communication Skills Clear written communication for: Documenting assumptions Flagging issues for QC review Ability to collaborate with: Core Product Support QC reviewers Project leads The project includes structured communication and handoffs between setup and QC teams. 6. Key Traits for Success (Behavioral) Detail-oriented and quality-focused Comfortable with repetitive but high-precision work Able to learn quickly in a structured environment Proactive in asking questions when unclear Able to balance speed with accuracy 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. #J-18808-Ljbffr Ascensus