Plan Administrator Position Available In [Unknown county], Florida
Tallo's Job Summary: The Plan Administrator position at Newport, an Ascensus company, in Florida, is responsible for implementing, tracking, and maintaining client non-qualified benefit plan accounts. Requirements include a bachelor's degree, 2+ years of experience in retirement services, and proficiency in MS Office. The role involves facilitating daily transactions, serving as an escalation point for client inquiries, and ensuring accurate plan recordkeeping.
Job Description
Plan Administrator
Remote, Florida
Full time
Opening on: May 9 2025
Hybrid
Newport
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:
NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients’ corporate non-qualified plans.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned.
Facilitate daily transactional activity with the Trustee and trading desk.
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.
Management Responsibilities
None
Required Education, Experience and Certificates, Licenses, Registrations
Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience.
2+ years’ experience working in a related position in the retirement services sector.
Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe.
Have the ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations.
Preferred (but not required) education or skills for this role
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
Competencies
Analytical
Avid Leaner
Detail oriented
excellent verbal and written communication skills
Planning and organizing
resourceful
team plalyer
Time Management
OTHER DUTIES
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.
Be aware of employment fraud.
