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Senior 401k Documents Specialist


in Telecommute

Logo for Newport

Newport helps companies 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:  This position is responsible for utilizing Newport’s systems and templates to produce legal documents and notices (including service contracts, retirement plan documents, IRS and DOL disclosures and notices); to provide quality control and review the work of other team members and to work with team leaders to facilitate projects for the team.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Prepare legal documents, IRS and DOL disclosures and notices and related documents for applicable services/product lines;
  • Review and provide quality control for disclosures, notices and documents produced by other team members;
  • Develop, prepare, and implement procedures & checklists for processes used by team;
  • Assist and/or lead with training new and existing team members for disclosures, notices, documents, and related processes as needed;
  • Update project management tools to track workflow for assigned projects;
  • Upload documents to our internal and external websites, document storage drives and other software as needed;
  • Monitor team emails, provide responses and process documents received;
  • Assign projects to other team members;
  • Work on other projects as assigned

Supervisory Responsibilities (none)

 Required Education, Experience and Certificates, Licenses, Registrations

  • Bachelor’s degree or an equivalent combination of post-secondary education
  • 2+ years of office experience compiling and processing legal documents
  • 3+ years of experience working in a banking or financial institution environment
  • Working knowledge of Microsoft Word, Excel and Outlook

Preferred (but not required) education or skills for this role are

  • ASPPA QKA and/or QPA credentials


  • Attention to detail
  • Multi-task
  • Prioritization
  • Team Player
  • Detail Oriented
  • Verbal and written communication skills
  • Fosters Teamwork
  • Hardworking,
  • Independent
  • Problem Solver
  • Thorough

TRAVEL: Less than 5%


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.


Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all.  As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.


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