Documents Specialist

Role Details

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:

The Documents Specialist position is primarily responsible for producing and/or assisting with plan sponsor and participant fee disclosures, other qualified retirement plan notices such as QDIA, safe-harbor 401(k)/401(m), and automatic contribution arrangements, and documentation in support of agreements.

Essential Functions :

• Prepare plan sponsor and participant fee disclosures

• Prepare service agreement packages consisting of legal contracts and related documents for applicable services/product lines of Newport and related entities

• Update internal fee tracking system based on supporting documentation

• Prepare qualified retirement plan notices such as QDIA, safe-harbor 401(k)/401(m), and automatic contribution arrangements.

• Work requests from a Team queue

• Assist with Team’s quality control

• Maintain client database and enter data into CRM and other software

• Plan setup and maintenance for annual notice production

• Effectively collaborate with team members to facilitate team objectives

• Answer questions from Document Team and other Newport Group staff

• Interact with Team colleagues and other personnel as needed to complete assigned projects by deadlines

• Assist with special projects and tasks as requested

Supervisory Responsibilities (none)

Skills, Education, and Experience:

• Bachelor’s degree in Business, Finance or related field or equivalent experience.

• Must be highly organized with strong attention to detail and solid prioritization skills.

• Capable of working with others in a collaborative team

• Ability to work well in a fast-paced, dynamic environment with a very high degree of accuracy.

• Excellent verbal and written communication skills.

• Excellent client services and interpersonal skills.

• Solid analytical, time management and problem resolution skills.

• Proficiency with MS Office products with focus on MS Excel

• Successful completion of ASPPA examinations/credentials a plus

• Experience with Microsoft Dynamics 365 CRM, Footprints, and/or DST TRAC recordkeeping system a plus

Competencies

• Attention to detail

• Multi-task

• Prioritization

• Team Player

• Detail Oriented

• Verbal and written communication skills

• Hardworking

• Independent

• Thorough

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically , it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

Ascensus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.