Newport Group has an excellent opportunity for a Conversion Project Manager at our Folsom, CA office. The Conversion Project Manager will manage conversions and implementation of new Qualified plans to Newport systems to ensure compliance with contractual requirements and client expectations.
S/he will act as overall project manager by coordinating all elements of plan conversion and implementation. Work with other departments to ensure common understanding of requirements and deliverables and to ensure that plans are converted and implemented to suit contractual requirements and customer expectations. Establish client implementation and plan conversion procedures and templates.
In addition, the Conversion Project Manager will be responsible for performing quality assurance audits of all conversion activity and documentation to ensure compliance with contractual requirements and client expectations. Follow PMO process using standard artifacts while analyzing each project for...
May 07, 2020
Full time
Newport Group has an excellent opportunity for a Conversion Project Manager at our Folsom, CA office. The Conversion Project Manager will manage conversions and implementation of new Qualified plans to Newport systems to ensure compliance with contractual requirements and client expectations.
S/he will act as overall project manager by coordinating all elements of plan conversion and implementation. Work with other departments to ensure common understanding of requirements and deliverables and to ensure that plans are converted and implemented to suit contractual requirements and customer expectations. Establish client implementation and plan conversion procedures and templates.
In addition, the Conversion Project Manager will be responsible for performing quality assurance audits of all conversion activity and documentation to ensure compliance with contractual requirements and client expectations. Follow PMO process using standard artifacts while analyzing each project for...
The Retirement Plan Call Center Representative focuses on assisting and resolving retirement plan participant’s direct requests and issues by answering incoming calls, making outbound calls to participants, and responding to emails. The Retirement Plan Call Center Representative ensures that communication is answered in a timely and professional manner consistent with established corporate standards providing a high level of customer service to each participant.
S/he will answer incoming telephone calls in the participant service center, assisting participants with obtaining account information, enrollment questions, execute transaction requests (such as loans, distributions and fund transfers) and respond to participant questions by obtaining information from the appropriate person or system. In addition, the Retirement Plan Call Center Representative will assist participants with retirement projections and modeling as it relates to Newport’s online gap analysis tool, as well...
May 07, 2020
Full time
The Retirement Plan Call Center Representative focuses on assisting and resolving retirement plan participant’s direct requests and issues by answering incoming calls, making outbound calls to participants, and responding to emails. The Retirement Plan Call Center Representative ensures that communication is answered in a timely and professional manner consistent with established corporate standards providing a high level of customer service to each participant.
S/he will answer incoming telephone calls in the participant service center, assisting participants with obtaining account information, enrollment questions, execute transaction requests (such as loans, distributions and fund transfers) and respond to participant questions by obtaining information from the appropriate person or system. In addition, the Retirement Plan Call Center Representative will assist participants with retirement projections and modeling as it relates to Newport’s online gap analysis tool, as well...
We have an excellent opportunity for a Retirement Plan Compliance Analyst. In this role the Compliance Analyst will perform compliance testing, testing review, document support, government forms preparation and review for moderately complex retirement plan. S/he will ensure that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements. This also includes reporting on all accounting and financial activity for the plan.
The Retirement Plan Compliance Analyst will prepare all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans as well as perform contribution calculations.
S/he will review legal plan document and all employee data and determine participant eligibility. The Retirement Plan Compliance Analyst will reconcile and/or review all financial activity as well as prepare all required government forms.
Requirements:
Bachelor’s degree in a business related...
May 07, 2020
Full time
We have an excellent opportunity for a Retirement Plan Compliance Analyst. In this role the Compliance Analyst will perform compliance testing, testing review, document support, government forms preparation and review for moderately complex retirement plan. S/he will ensure that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements. This also includes reporting on all accounting and financial activity for the plan.
The Retirement Plan Compliance Analyst will prepare all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans as well as perform contribution calculations.
S/he will review legal plan document and all employee data and determine participant eligibility. The Retirement Plan Compliance Analyst will reconcile and/or review all financial activity as well as prepare all required government forms.
Requirements:
Bachelor’s degree in a business related...
Newport Group is has a great opportunity for an Operations Specialist in the Trading group. This employee is responsible for participating in the daily trading and fund change processes within Operations. Qualified candidates should be highly organized with a strong attention to detail and have the ability to work in a fast paced, dynamic environment with a high degree of accuracy.
The Operations Specialist will participate in the daily trade submission/monitoring process and in a rotation of nightly monitoring of price files imports, releasing of trades, and problem resolution (typically once per week). S/he will complete daily share reconciliation reports for multiple custodians. Will coordinate and perform fund changes. Includes fund review, distributing proper disclosures and the actual completion of the event in our recordkeeping system.
The successful candidate will monitor negative balances, troubleshoot daily trade rejects and settlement issues. S/he will analyze...
May 07, 2020
Full time
Newport Group is has a great opportunity for an Operations Specialist in the Trading group. This employee is responsible for participating in the daily trading and fund change processes within Operations. Qualified candidates should be highly organized with a strong attention to detail and have the ability to work in a fast paced, dynamic environment with a high degree of accuracy.
The Operations Specialist will participate in the daily trade submission/monitoring process and in a rotation of nightly monitoring of price files imports, releasing of trades, and problem resolution (typically once per week). S/he will complete daily share reconciliation reports for multiple custodians. Will coordinate and perform fund changes. Includes fund review, distributing proper disclosures and the actual completion of the event in our recordkeeping system.
The successful candidate will monitor negative balances, troubleshoot daily trade rejects and settlement issues. S/he will analyze...
Newport Group has a great opportunity for a Business Analyst at our Folsom, CA office. S/he will document business and functional requirements, develop, modify, test and implement new operational processes, and IT systems enhancements, document and support application modules for internal and external use, guided by precedent and working within the limits of established policies.
ESSENTIAL FUNCTIONS:
Act as the primary project liaison between business users and technical teams.
Identify, analyze and translate business Product Owners needs into written project definitions, user stories, and acceptance criteria for new application development or enhancement requests.
Work with Product Owners to help translate business needs into a groomed product backlog.
As a team member on an Agile Scrum project team the Business Analyst will partner with Product Owners, Scrum Masters and team members including development, database resources, report writers, quality assurance...
May 07, 2020
Full time
Newport Group has a great opportunity for a Business Analyst at our Folsom, CA office. S/he will document business and functional requirements, develop, modify, test and implement new operational processes, and IT systems enhancements, document and support application modules for internal and external use, guided by precedent and working within the limits of established policies.
ESSENTIAL FUNCTIONS:
Act as the primary project liaison between business users and technical teams.
Identify, analyze and translate business Product Owners needs into written project definitions, user stories, and acceptance criteria for new application development or enhancement requests.
Work with Product Owners to help translate business needs into a groomed product backlog.
As a team member on an Agile Scrum project team the Business Analyst will partner with Product Owners, Scrum Masters and team members including development, database resources, report writers, quality assurance...
