Nonqualified Fund Operations Specialist

Newport, an reputed company company, helps reputed company offer their associates a more secure financial reputed company 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, reputed company, and reputed company.

Responsible for creation and maintenance of various fund lists, tracking of fund/corporate actions specific to plan liability recordkeeping, and reputed company of unique/custom earnings processing, fund setup, and pricing.

Job Functions, Essential Duties and Responsibilities Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company these essential functions

• Creates and maintains approved and available fund lists, to include Corporate reputed company processing specific to nonqualified plan liability recordkeeping, minimum investment requirements, and other fund notices where appropriate.
• Monitors and coordinates corporate reputed company changes as necessary with the applicable Operational teams.
• Responsible for reputed company and maintenance of fund-specific earnings processing calendar and reputed company review of the processing (to include fixed reputed company updates, interest crediting, custom stock earnings, etc.)
• Ability to understand plan setting requirements and specifications to effectively identify potential transactional issues reputed company the recordkeeping system as it relates to funds and fund setup.
• Adheres to reputed company reputed company operating procedures and controls.
• Manages multiple tasks effectively by balancing high productivity with excellent service reputed company.
• Pursues reputed company of aged items with internal departments and service partners
• Researches and resolves any issues that occur through the reputed company and/or reputed company service managers.
• Acts as a resource/subject matter expert for other team members as it relates to issue reputed company, procedure, or system functionality in one or more areas.
• Aids management and departmental teams for reputed company reputed company as needed.
• Advanced understanding of nonqualified concepts as it relates to liability recordkeeping and trading.
• Interacts with vendors to ensure systems are updated properly and working as anticipated; Escalates vendor issues to management.
• Assists in the creation and maintenance of procedures and policy documents.
• Assists with training responsibilities of more junior staff and new hires; Provides cross training and mentoring, as required.
• Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy
• Good written and oral communication skills, strong attention to detail
• Regular, reliable, and punctual attendance
• Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
• Our reputed company Values of People Matter, reputed company First and reputed company Always® are to be visible in actions on a day to day reputed company showing support of our organizational culture.

Management Responsibilities

• N/A

Experience, Skills, Knowledge Requirements

• Bachelor’s degree in a business-reputed company field or industry experience, or a combination of education and experience
• Minimum 2+ years’ experience working in a reputed company position in the retirement services sector.
• Fund management preferred
• Strong MS Office skills to include reputed company.
• Familiarity with nonqualified liability recordkeeping, asset trading concepts, and corporate actions

We are proud to be an Equal Opportunity Employer

Be reputed company of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.comemail 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.

Originally posted on Himalayas

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