Ascensus Operations Associate in Las Vegas, Nevada
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 : Perform duties to ensure all retirement transactions are processed timely and accurately, working within the limits of standard practice.
Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions .
Completion of daily recordkeeping Operations processing volumes and related tasks in accordance with Newport service level agreements
Completes Quality Assurance work flow steps for transactions as required in the work flow system
Works cross functionally to maintain reconciled positions within the Trust/Custodial accounts
Understands plan setting requirements and specifications to identify potential transactional issues
Maintains data within the recordkeeping and ancillary systems
Utilizes custodial and ancillary systems as required
Pursues resolution of aged items with internal departments and service partners
Researches and resolves any issues that occur through the client and/or client service managers
Manages multiple tasks effectively by balancing high productivity with excellent service quality
Adheres to all Newport standard operating procedures and controls
Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy
Regular, reliable and punctual attendance
Management Responsibilities: None
Required Education, Experience and certificates, licenses, registrations
1+ years of experience in a corporate environment
Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
Bachelor’s degree in a business related field
2+ years of experience working in a related position in the retirement services sector
Prior experience with Relius and/or DST/SS&C TRAC recordkeeping administration system
Familiarity with trading and cash reconciliation concepts
Attention to Detail
Planning and Organizing
Written and Verbal Communications
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
TRAVEL: Up to 5%