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About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- Health insurance
- Retirement plans
- Flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data monitoringfund investmentsdistributions managementworkflow processestransactional activity
Soft Skills
communicationliaisonescalation management