Processing Specialist

Ascensus

Processing Specialist handling payroll and participant account processes for Newport, ensuring accuracy. Collaborating with departments to maintain compliance and facilitate smooth operations.

Posted 7/30/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in managing participant account balances and ensuring compliance with 409A regulations. Skilled in data verification, process streamlining, and effective communication with internal teams.

Highest-signal resume keywords

409A Compliance ManagementData VerificationIntermediate Excel SkillsProcess StreamliningCommunication with Internal Teams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementAccount BalancingFile Layout AdjustmentDistribution ProcessingDocumentation Verification

Soft Skills

Attention to DetailProblem-SolvingTeam Collaboration

Tools & Technologies

ExcelWordAccess

Industry Keywords

Participant VestingWithdrawal RequestsSpecial Projects Coordination

About the role

Key responsibilities & impact

Confirms participant vesting and vested account balances
Verifies documentation and information for all distributions and posts distributions into systems; updates participant personal and election data as needed
Manages plan features and database rules to ensure 409A compliance
Communicates with the internal client service team or relationship contacts to identify and prioritize issues that need immediate attention
Adjusts file layouts to the correct format for processing; manages and processes scheduled withdrawal requests.
Provides assistance to management and departmental teams for all projects as needed
Coordinates details, creates records, and follows up on replies relating to special projects as directed
Assists in streamlining processes.

Requirements

What you’ll need

High school education
Must be able to work a 7am - 4pm shift at least one day of the week.
Bachelor's degree (B.A.) in economics, accounting or finance from a four-year college or university, or related work experience (preferred but not required)
Intermediate Excel, Word, and Access skills

Benefits

Comp & perks

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options