14 jobs found in Folsom

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...

Newport Group is looking for a Conversion Consultant who will be responsible for leading the conversion of new clients to Newport Group and will orchestrate all aspects of new client integration, including but not limited to technical, communication plan and data/system initiatives. The Conversion Consultant will work closely with the client and internal resources to ensure a successful conversion.The Conversion Consultant is responsible for executing the conversion process for assigned accounts immediately after the sale and is responsible for delivery of commitments made during the sales process.  While working in a team environment, s/he will assume ownership for plan, data and conversion responsibilities. S/he will coordinate and facilitate reoccurring meetings with agendas and minutes and perform a review of all communication materials including drafting/editing of materials. S/he must be able to immediately identify and communicate issues (financial or service deliverables)...

  Newport Group has a great opportunity for an Administrator in our ESOP group. The ESOP Administrator will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of employer contributions and posting of other participant activity to individual accounts and preparation and review of Form 5500 and related schedules S/he will update all information into recordkeeping system, allocate investment gains/losses, allocate employer contributions and forfeitures, and balance summary of accounts to trust assets. Requirements: Bachelor’s degree or equivalent of related experience in the administration of retirement plans ASPPA designation a plus Experience in Relius a plus Excellent written and oral communication skills. Proficient using Excel, Word, PowerPoint, and Adobe Must have strong analytical, problem solving and organizational...

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 are currently hiring for a Team Leader in our Folsom, CA office with experience leading a team in a financial services environment / retirement plan operations or trading. Do you have experience leading and motivating a team of 10-15 employees in a financial services environment? As a member of the team you will monitor completion of necessary functions of the team and ensures the tasks are executed accurately and properly. This role is also responsible for organizing the recruitment and selection of employees as well as taking an active role in the onboarding and performance management process in guiding and developing the skill set of the operations team. The Team Leader will hold regular team meetings to share information and provide an open forum for team members to collaborate. S/He will periodically review work of all team members to ensure quality and accuracy are met and that the team members meet high standards for customer service and communication skills. Will...

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 has a great opportunity for a Operations Specialist. The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work...

Newport Group has an excellent opportunity for an Administrative Assistant. S/he will be responsible for supporting the Senior Leadership team in the Folsom office. The individual will be responsible for coordinating group meetings, assisting with travel reservations, preparing expense reports, supporting the development of presentations, monthly departmental report creation, preparation of meeting minutes, as well as assisting with any local event planning. S/he will also answer telephones, take and relay messages, arrange conference calls, and personally respond to routine matters.  S/he will be required to provide excellent customer service to internal departments. Requirements: The successful applicant will have a bachelor’s degree from an accredited university or equivalent education/experience. Must have exceptional organization skills, strong attention to detail and a high degree of accuracy. Proficiency in MS Office skills required, excellent Excel skills with...

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.  Successful Candidates for this role will have strong interpersonal and listening skills and a desire to assist others. S/he will follow required procedures for participant identification to ensure corporate guidelines are followed and will process participant transactions ensuring accuracy.  Retirement Plan Call Center Representative will document all participant calls and transactions timely and will meet individual and department service level goals.   Requirements:   Bachelor’s degree or an equivalent...

Newport Group has a great opportunity for a Administrator in our ESOP group. The ESOP Administrator will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of employer contributions and posting of other participant activity to individual accounts and preparation and review of Form 5500 and related schedules S/he will update all information into recordkeeping system DST, allocate investment gains/losses, allocate employer contributions and forfeitures, and balance summary of accounts to trust assets. Requirements: Bachelor’s degree in accounting or business related equivalent or the equivalent of related experience in the administration of retirement plans ASPPA designation a plus Excellent written and oral communication skills. Proficient using Excel, Word, PowerPoint, and Adobe Must have strong analytical, problem solving and...

The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work in a team environment. Strong attention to detail. Problem...

Newport Group has a great opportunity for a Team Leader, Client Services. The Team Leader will supervise the activities of the team to provide full service retirement plan recordkeeping and within the established quality standards. In addition, this position is responsible for providing leadership and guidance to the team. S/he will manage the work-flow activities of staff in accordance with corporate strategic direction and budgetary guidelines. Facilitate communication and provide technical guidance to staff. Train, develop and review the work of new staff members. Resolve escalated issues and demonstrate proactive solution-based approach to enhance client relations. In addition, the Team Leader will manage team member issues, absences and special requests. Make procedural change requests or clarifications and then implements in the department. The Team Leader will be responsible for quality control and timely delivery of client work. Participate in the development and...

Job DescriptionFPI Management is currently looking for a Compliance Specialist to join our Affordable Communities team! OUR IDEAL CANDIDATE has a minimum of 3 years' experience in a similar Compliance role, Tax Credit certification (C3P, CPO, FHC, HCCP, NAHP, NAHPe, NCCP, NCP, NCP-E, SCHM, TCS), preferred, has some supervisory experience, preferably with a dispersed team, has experience with rent, income and utility allowance adjustments and updates. Yardi Affordable and SHRA Bond Reporting experience a plus. Is a reliable, highly organized and detail-oriented 'can-do' team player with excellent communication skills and possesses efficient problem solving skills. Is a self-starter -- able to reassign priorities daily. MINIMUM REQUIREMENTS: High School diploma or equivalent, valid driver's license and an insured, operable vehicle, English language proficiency (read, speak and write), and the ability to pass a full background check and drug screening ( Note: As it relates to...