Relationship Manager (Non-Qualified Plans)

About this role

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. JOB S U MM A R Y:    Relationship M a n a g er w ho wil l a d m i n i s t er a n d m a i n t a i n se r v i ce and com m u ni c a t i o n s wi t h o u r N o n - Q u ali f i ed p l an c li e n t s.

All levels welcome to apply

E SSE N T I AL F U N CTIO N S R e a so n a bl e acco m m o d a t i o n s m a y be m a d e t o e n a b l e i n d i v i d u a l s wi t h d i sa bili t i es t o pe r f o r m t h e se esse n t i al f u n c t i o n s .

•    A dmi ni s t er a n d m a i nta i n; d o cume n t ati o n a n d r ec o r d keep i n g , p l an s t a t e m e nts, a n d com m u ni c a t i on o f i nf o r m ati o n t o c li e n t , a n d a ss i st t o m o dif y a n d e n h a nce p l an a d m i n i s tr a t i on pr o cess e s wi t h i n t he li m i t s of estab l i sh e d po li cy. •    P r ov i de c li e n t su p p o r t a n d cus t o m e r s e r v i ce on d a y -t o - d a y i n q u i r i es f r om c li e n t s. •    R es p o n d t o c li e n t r e q u e s t s i n b o t h oral a n d w r it t e n co m m u ni cati o n . •    A ct i n a pr o - active m a nn er wi t h ass i g n ed c li e n t s , a d v i sors a n d p a r t n e r s t o b uil d and r eta i n r e l ati o ns hi ps. •    R es p o n s i b l e f or i nte r p r et i ng p l an d o c u m e n t s f o r c li e n t p l an a d m i n i s tr a t i o n . •    P r ov i de ca l cu l atio n s a n d amounts t o p l an sp o n so r s, c o m m u ni cati o n o f f u n d acti o ns a n d com m u ni c a t e and co n su l t wi t h c li e n t s t o a n s w er i n q ui r i es, r e se a r ch a n d r e s o l ve iss u es, prov i de l e g al u p d a t e s , a nd r es p o n d t o r e q u e s t s f or sp e c i a li zed r e p o r t s. •    A ss i st p l an sp o n so r , p a r t n e r s a n d i nte r m e di ari e s on t he uti li zati o n o f w e b - b a sed a p p li cati o ns and de li ver w eb d e m o n s tr a t i o n s f or fi n a nc i al a d v i sors a n d p l a n spons o r s. •   Wo r k wi t h cl i e n t s t o c o r r ect a n d f u n d p a y r o l l i t e m s a n d han dl e d i s tr i b u t i on r e q u e s t s . •    M a n a g e e n r o ll m e n t ev e n t s wi t h P l an S p o ns o r s a n d necess a r y i nt e r n a l t e a m s i nc l u di ng co o r d i n a t i ng t he d e ve l o p m e n t of e n r o ll m e n t m a t e r i a l s a n d educ a t i o n . •    P ar t i c i p a t e in sa l es f i n al s prese n t ati o ns a n d o t h e r c li e n t m e e t i n g s.

S UPE R VIS O RY R ESP O NSIBIL I T I ES ( N O NE )

R E Q UIRED E D U C ATIO N , E XPE R IENCE AND C ERTI F I C ATE S , L ICENSE S , R E G IS T R ATIO N S

•    Y ou h a ve a B ac h e l or’s d e g r ee i n a b u s i n e ss r e l a t ed f i e l d or an e q u i va l e n t comb i n a t i on o f e d uc a t i on a n d i n d ust r y e xp e r i e n ce. •    Y ou h a ve 4 or m o r e ye a r s of ex p eri e nce i n R e t i r e m e n t S ervic e s . Wo r k wit h no n - qu ali f i ed d e f e r r ed c o m p e ns a t i on o r 4 5 7 ( b) a n d 45 7 ( f ) p l a n s a p l us. •    Y ou h a ve t he a bili t y t o r e a d , a n a l yz e , a n d i nte r p r e t g e n e r al b u s i n e ss p e r i o d i ca l s, pro f ess i o n al j o u r n al s , t e c h ni cal proced u r e s , o r g o vern m e n t al r e g u l ati o ns.   A b ili t y t o wri t e r e p o r t s, b u s i ness co r r e s p o n d e n ce, a n d pr o ce d u r e m a n u al s .   A b ili t y t o e f f ectiv el y pr e se n t i nfo rm a t i on a n d r es p o n d t o que s t i o n s fr o m g r o u ps of m a n a g e r s, c li e n t s , c u s t om e r s , a n d t he g e n e r al p u b li c. •    Y ou are a “ se l f - s t a r t e r ” a nd h a ve e ff e c t i ve t i m e m a n a g ement a n d o r g a n i z a t i on sk ill s as you wil l w ork i n a f a s t - p a ce d , d e m a n d i ng e n v i r o n m e n t o f t en w o r k i ng u n d e r t i g h t d e a dli n e s. •    Y ou are a bl e t o a p p l y a d va n ced m ath e m atic a l c o nc e pts u t ili z i ng E xcel a n d accou n t i ng d a t a b ase s o f t w are p r o g r ams.

P REFER R ED ( B U T N O T RE Q UIRED ) ED U C A T I O N O R S KIL L S F O R THIS R O LE A R E

•   Wo r k wi t h no n - q u a li f i ed d e f e r r ed c o m p e ns a t i on o r 4 5 7 ( b) a n d 45 7 ( f ) p l a n s pr e f e r r e d .

C O M PETENCIES •    I n d e p e n d e nt •    Di p l oma t i c •    C r e a t i ve P r o bl em S o l ver •    I nte g r i t y •    A n al y t i cal T hi nk e r •    R es o urce f ul a n d T h oro u gh •    M otiv a t ed a n d P ersis t e n t •    B u il ds C oll a b ora t i ve R el ati o ns hi ps •    U t ili zes So u nd Ju d gme n t •    R es ul t s D r i ven •    P ersonal C r e di b ili t y •   W r it t en a n d O r al C o mm u n i cati o n Sk ill s •    T i m e M a n a g e m e n t •    Pl a n n i ng a n d O r g a n i z i ng

T R A VE L: L e ss t h a n 1 0 %.

O T HE R DU TIES Pl e a se no t e t h i s j ob d e s c r i pti o n is n o t d e s i g n ed t o cov e r o r co n t a i n a c o m p r e h e n s i ve l i s t i ng of activ i t i es, d u t i es o r r es p o ns i b ili t i es t h a t a r e r e q u i r e d of t he emp l oy e e f o r t h i s j o b . D u t i es, r es p o n s i b ili t i es and a c t i v i t i es m ay chan g e a t a n y t i m e w i t h or wi t h o ut n o t i c e . 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.

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