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Company Name : Newport Group
Location : Folsom, CA 95630
Position : Operations Associate-Entry Level- Remote from California only
Job Description : Who We Are
Newport helps companies 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.
Job Summary: Perform duties to ensure all retirement transactions are processed timely and accurately, working within the limits of standard practice.
Location: This position is full-time (40 hours/week) and is remote from California with a start time of 8:30am or 9am PT.
Compensation: Up to $18/hour. Newport offers 16 days vacation/year, 5 sick days/year, 10 paid holidays/year + benefits and 401(k) and more….
Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Completion of daily recordkeeping Operations processing volumes and related tasks in accordance with Newport service level agreements
Completes Quality Assurance work flow steps for transactions as required in the work flow system
Works cross functionally to maintain reconciled positions within the Trust/Custodial accounts
Understands plan setting requirements and specifications to identify potential transactional issues
Maintains data within the recordkeeping and ancillary systems
Utilizes custodial and ancillary systems as required
Pursues resolution of aged items with internal departments and service partners
Researches and resolves any issues that occur through the client and/or client service managers
Manages multiple tasks effectively by balancing high productivity with excellent service quality
Adheres to all Newport standard operating procedures and controls
Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy
Regular, reliable and punctual attendance
Required Education, Experience and certificates, licenses, registrations
1+ years of experience in a corporate environment
Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
Bachelor’s degree in a business related field
2+ years of experience working in a related position in the retirement services sector
Prior experience with Relius and/or DST/SS&C TRAC recordkeeping administration system
Familiarity with trading and cash reconciliation concepts
Competencies:
Teamwork
Client Focus
Critical Thinking
Time Management
Resilience
Attention to Detail
Planning and Organizing
Written and Verbal Communications
Collaboration
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.
TRAVEL: Up to 5%
EQUAL OPPORTUNITY EMPLOYER
Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)
Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.
This post is listed Under  California jobs
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