Ascensushr
Nonqualified Fund Operations Specialist
Remote, Florida
Sponsorship not specifiedDetected 2 days ago
CommunicationMentoringMicrosoft Office
About the role
- 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.
- Responsible for creation and maintenance of various fund lists, tracking of fund/corporate actions specific to plan liability recordkeeping, and oversight of unique/custom earnings processing, fund setup, and pricing.
Responsibilities
- As a provider and partner, Newport is independent, experienced, and responsive.
Requirements
- Ability to understand plan setting requirements and specifications to effectively identify potential transactional issues within the recordkeeping system as it relates to funds and fund setup.
- Provides cross training and mentoring, as required.
- Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy
Benefits
- Bachelor's degree in a business-related field or industry experience, or a combination of education and experience
- Minimum 5+ years' experience working in a related position in the retirement services sector.
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