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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 UMMARY :
Assists Client Service Managers in providing best of class service to our clients. Selects vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra- departmental requests and manages reoccurring projects.
E SSE NTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.
e.g. computer systems, online resources and client service relationships)
M ANAGEMENT R ESP O NSIBILITIES ( NONE )
1 years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
P REFERRED ( BUT NOT REQUIRED ) E DUCATION OR SKILLS FOR THIS ROLE ARE
PROFICIENCIES :
TRAVEL : Up to5%
O THER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job.
Duties, tasks and activities may change at any time with or without notice.
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.
Last updated : 2024-02-23
Full Time
Investment Management
$41k-55k (estimate)
02/25/2024
03/31/2024
ascensus.com
ENCINO, CA
500 - 1,000
1980
DANIEL KRAUITZ
$500M - $1B
Investment Management
Ascensus helps millions of people save for what mattersretirement, education, and healthcare. Were also one of the savings plan industrys leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
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