Jobs · Finance

Plan Administrator

Ascensus · Philadelphia, PA · 2 wk ago
RemoteRemoteFinance$55/hrFull-time

Job Summary

Newport, an Ascensus company, seeks a NQ Plan Administrator to join the client services team. This role involves implementing, tracking, monitoring, and maintaining client non-qualified benefit plan accounts, fund investments, and distributions. Key responsibilities include facilitating daily transactional activity with the Trustee and trading desk, serving as the initial escalation point for participant call center inquiries, and ensuring accuracy of plan recordkeeping and data.

Essential Functions

  • Implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments, and distributions.
  • Develop and maintain 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, 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.
  • The ability to work under pressure in a very fast-paced environment and demonstrate a consistent track record of meeting and/or exceeding performance expectations.

Preferred (but not required)

  • 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 Learner
  • Detail Oriented
  • Excellent Verbal and Written Communication Skills
  • Planning and Organizing Resources
  • Team Player
  • 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.

Salary Range

The national average salary range for this role is $55-70k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to case-by-case basis.

Other Rewards and Benefits

  • 401(k) match
  • Medical
  • Dental
  • Vision
  • Paid-Time-Off

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 the validity of a job posting, we strongly encourage you to apply directly through our website.

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