Plan Administrator
Company | Ascensus |
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Location | North Carolina, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Junior, Mid Level |
Requirements
- 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.
- Ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations.
Responsibilities
- 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 inquiries, 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.
Preferred Qualifications
- 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.