Planning Analyst

NQ Plan Administrator

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.

Job Summary: NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients' corporate non-qualified plans.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these 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.

The national average salary range for this role is $55-70k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.

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.