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Documents Specialist

Newport

in Mobile AL / Minneapolis MN / Pittsburgh PA

Logo for Newport

Who We Are:

Newport helps companies offer their associates a more secure financial future through retirement plansinsurance 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 the production of plan sponsor and participant fee disclosures and other qualified retirement plan notices such as; QDIA, safe-harbor 401(k)/401(m), and automatic contribution arrangements.

What You Will Do:

  • 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 from time to time
  • Effectively prioritize projects

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

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.

How to Apply

Apply Now


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