Nonqualified Fund Operations 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. Responsible for creation and maintenance of various fund lists, tracking of fund/corporate actions specific to plan liability recordkeeping, and oversight of unique/custom earnings processing, fund setup, and pricing. **Job Functions, Essential Duties and Responsibilities** _Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions_ * Creates and maintains approved and available fund lists, to include Corporate Action processing specific to nonqualified plan liability recordkeeping, minimum investment requirements, and other fund notices where appropriate. * Monitors and coordinates corporate action changes as necessary with the applicable Operational teams. * Responsible for oversight and maintenance of fund-specific earnings processing calendar and quality review of the processing (to include fixed rate updates, interest crediting, custom stock earnings, etc.) * Ability to understand plan setting requirements and specifications to effectively identify potential transactional issues within the recordkeeping system as it relates to funds and fund setup. * Adheres to all standard operating procedures and controls. * Manages multiple tasks effectively by balancing high productivity with excellent service quality. * 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. * Acts as a resource/subject matter expert for other team members as it relates to issue resolution, procedure, or system functionality in one or more areas. * Aids management and departmental teams for all projects 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 proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our Core Values of People Matter, Quality First and Integrity Always® are to be visible in actions on a day to day basis showing support of our organizational culture. **Management Responsibilities**   * N/A **Experience, Skills, Knowledge Requirements** * Bachelor’s degree in a business-related field or industry experience, or a combination of education and experience * Minimum 2+ years’ experience working in a related position in the retirement services sector.  * Fund management preferred * Strong MS Office skills to include Excel. * Familiarity with nonqualified liability recordkeeping, asset trading concepts, and corporate actions We are proud to be an Equal Opportunity Employer _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._