in Lake Mary FL / Los Angeles CA / Dallas TX / Richmond VA
The Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients’ corporate nonqualified plans. The
Plan Administrator will perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
S/he will be responsible for developing and maintaining full understanding of day
to day workflow processes required for client plans assigned. The Plan Administrator will facilitate daily transactional activity with the Trustee and trading desk. Will serve as initial escalation point for participant call center inquires, and has
responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data.
Bachelor’s degree or
2+ years’ experience in a similar role working in the retirement industry.
Excellent written and oral communication skills.
Proficient using Excel, Word, PowerPoint, and Adobe.
have strong analytical, problem solving and organizational skills.
Must have a demonstrated track record of consistently meeting and/or exceeding performance expectations.
Ability to work under pressure in a very fast paced