Processing Specialist

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. J O B S UM M AR Y : T h e P r oc e ss i ng S p e c i a li st f o rm a t s a n d l o a ds p a y r o l l a n d wi t h h o l d i ng i nfo rm a t i on t o po s t i n t o p ar t i c i p a nt acc o u nt s u t ili z i ng t he pric i ng s e r v i ces t o co ll ect p r i ces, d i v i d e n d s a n d o t h e r cor p ora t e acti o n s . T h e P r oc e ss i ng S p e c i a li st w or k s c l os el y wi t h o t h e r d e p a r t m e n t s t o h el p c r o s s ch e ck p a r t i c i p a nts’ ac c o u nts f or acc u r acy a n d t i m e l y r e p o rt i ng. E SSE N T IAL F UNC T I O NS Reaso n a b l e a cc o m m o d a t i o ns m a y be m a de t o e n a b l e i n d i v i d u al s w i t h d i s a b i l i t i es to p e r form t h e s e es s e n t i al f u n c t i o n s . • Con f i rms pa r t i c ip a n t v e st in g an d v e st e d a cc o u n t balan c e s • V e rif ie s do c u m en t a t i o n an d in f o rm a t i o n f o r al l d i stri b u t ion s an d p o s t s di stri b u t ion s in to syst e m ; u pda t e s p a rt i c i p a nt p e r so n al a n d e l ecti o n da t a as n e e d ed • M anage s p l a n f ea t u r e s an d da t a b a se r ule s to e n s u re 4 0 9 a c o m pli a n ce • Co mm uni c a t e s wi th t h e in t e r na l c l i en t s e rvice t ea m o r r ela t ion s h i p c on t a cts to iden t i fy an d p r i o ritize i s s ue s t ha t nee d i mm ed i a te a tt en t io n • A d j us t s f il e l a yo u t s t o t he co r r ect f o r m at f o r p r oc e ss i n g ; m a n a g es a n d p r o cess e s sch e d ul ed wi t h d r a w al r e q u ests. • Pr o v ide s a ss i st an ce to m anage m e n t an d de p a r tm en t a l t ea ms f o r al l p r o j e cts a s nee d e d • Coo r d i na t e s de t a i l s, cr ea t e s r e c o r d s, an d f ollo w s u p o n r eplie s r e l a t in g t o s pe c ia l p r o j e cts a s di r e ct e d • Ass i s t s i n str ea ml inin g p r o c e ss e s. • Regu l a r, r elia b l e an d pu n ct ua l a tt endan c e M ANA G M E NT R ESP O NS I BI L I T I E S ( N O N E ) R E Q UIRED E DUCA T I O N , E XPE RI E NCE AND C E R T I F ICA T E S , L IC E NS ES , R E G I S T RA T I O NS • Hig h sc ho o l edu c a t io n M u s t b e a b le to w o r k a 7a m - 4 p m s h ift a t l e as t on e d a y o f t h e w eek . P RE F E RRED ( BUT N O T R E Q UIRE D ) E DU C A T I O N O R S KI LL S F O R T HIS R OL E ARE • B a c helo r ’ s deg r e e (B. A .) i n e c ono mics, a cc ou n t in g o r f inan ce fr o m a f ou r -y ea r Coll e g e o r uni v e rsity, o r r ela t e d wo rk e x pe r i en c e • I n t e rm edia te Exc el , W o r d , an d Acc e ss sk ill s C O M PE T E NCIES • A nal yt i c a l • Pr oble m S ol v e r • Pr o j e ct M anage m en t • Re s ea rch Sk i l l s • Lea d e rs hi p • P lann i n g a n d Or gani z a t i o n Sk ill s • W rit t e n an d V e r ba l Co m m uni c a t io n sk i ll s • J udg m en t • C ritic a l T hin k i n g • I ndepe n den t • T ea m P la y e r • De t ai l Ori e n t e d • Pr oa ct i ve • M o t i v a t e d TRAV E L: U p t o 5 %. O T HER D U T I E S Pl e a s e n ote t h i s j ob d e scr i p t i on i s n ot d e s i g n ed t o co v e r or c o n t a i n a c o m pr e h e n siv e l i s t i ng of a c t i v i t i e s , d u t i es or r e s p o n s i b i l i t i es t h at are r e q u i r ed of t h e e m p l o y ee f o r t h i s j o b . Du t i e s , r e s p o n s i b i l i t i es a n d a c t i v i t i es m a y c h a n g e a t a n y t i me w i t h o r w i t h o u t n o t i c e. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.