NQ Plan Analyst

Ascensus

NQ Plan Analyst at Newport overseeing non-qualified plans and client services operations. Implementing strategies and ensuring plan compliance with regulatory standards.

Posted 7/29/2026full-timeRemote • Arizona, District of Columbia, Pennsylvania, Washington • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing non-qualified benefit plan accounts and operational strategies, ensuring compliance and efficiency while providing exceptional client service. Proficient in data management and reporting, with a strong focus on problem-solving and decision-making in a fast-paced environment.

Highest-signal resume keywords

Operational Strategy ExecutionClient Service ManagementData Analysis and ReportingRetirement Services ExperienceMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementProblem SolvingWorkflow InterpretationRoot Cause AnalysisOperational Knowledge

Soft Skills

CollaborationJudgmentCommunicationConflict ResolutionAttention to Detail

Tools & Technologies

MS ExcelMS WordMS PowerPointAdobePayroll Tools

Industry Keywords

Non-Qualified Benefit PlansRetirement ServicesClient InquiriesAsset TransactionsRisk Mitigation

About the role

Key responsibilities & impact

Implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
Interpret workflows; using best practices while identifying efficiency opportunities. Support key initiatives.
Provide operational knowledge, including providing technical expertise and support to clients and internal business partners for issues.
Evaluate and solve business and operational issues, determine root cause, and make independent and / or collaborative decisions on resolution approach and execution.
Drive resolution of escalated client and participant issues, independently determining appropriate actions and balancing risk, compliance, and client impact.
Determine resolution strategies, including deviation from standard procedures when necessary.
Own operational strategy and execution for assigned plans, prioritizing work, resolving conflicts, and determining optimal approaches to deliver outcomes.
Act as initial point of escalation for participant inquiries through the call center; respond in accordance with standard turnaround.
Support Relationship Manager (RM) / Client Service Manager (CSM) team in the daily service of clients, including direct correspondence with client contacts. Make recommendations on the servicing of shared clients, exercising judgment to provide best in class service.
Facilitate daily transactional activity with the Trustee and trading desk. Coordinate with Same Day Trading, Asset Liability Management, and Fund Operations teams to direct appropriate asset transactions, fund swaps, and trust activity on behalf of assigned client plans.
Coordinate with the Enrollment team to ensure correct setup of participants and elections pre-enrollment. Manage and ensure accuracy of online enrollment windows.
Handle post-enrollment steps including auditing elections, client reporting, and providing data to load to the Production environment.
Research data issues, including information on Risk Mitigation reports, to ensure data completeness.
Act as Product Owner for Payroll and Census tools, managing updates and troubleshooting as needed.
Provide data and reporting outputs to internal teams (trading, enrollment, RM) at defined points in the workflow cycle.

Requirements

What you’ll need

Bachelor’s degree in a business-related field or industry experience, or a combination of education and industry experience.
3+ years’ experience working in a related position in the retirement services sector.
Strong MS Office skills including Excel, Word, PowerPoint, and Adobe.
Ability to work in a deadline-driven environment with a demonstrated track record of accuracy and consistency.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements