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 solving skills. Self-motivated. Highly organized.

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 ability to grasp new systems quickly. Exhibit strong written and oral communication skills, as interaction with clients, the team and other areas of the firm is critical to success. Must have effective time management and organization skills as s/he will work in a fast-paced, demanding environment and will be a “self-starter” working often under tight deadlines. Must have superior client service skills. Proactive and resourceful. Able to multi-task and work in a fast-paced environment. Ability to build internal relationships and communicate effectively with others.

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 organizational skills Must have a demonstrated track record of consistently meeting and/or exceeding performance expectations with the ability to work under pressure in a very fast paced environment

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 combination of training and experience. Customer service background. Must have demonstrated proficiency in computer navigation and software applications including Microsoft Office.   Experience with DST platform is a plus. Call center experience in a fast paced environment is preferred. Able to multitask. Excellent organizational skills. Retirement Plan Call Center Representative 

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 implementation of company policies and procedures. Remain current on regulations and new pension laws. Participate in cross-functional projects, manage staff member’s performance and productivity. Ensure staffing levels are appropriate to workload, effectively manages time off requests. Identify areas of opportunity for staff members and provide training/feedback on an ongoing basis. Conduct effective team meetings, attend routine meetings with LOB leader and communicate expectations effectively with staff members. Works closely with Human Resources with on recruiting, counseling of employees, and recommendations for termination of employment. Facilitates all aspects of the Performance Management cycle including conducting annual reviews and establishing meaningful and relevant performance objectives. Qualifications: Bachelor’s degree in Business, Finance or related field or equivalent experience. 5-7 years of related experience in qualified retirement plan environment, or related field. Excellent verbal and written communication skills. Proven ability to train and assess the work of others. Must be highly organized with strong attention to detail and solid prioritization skills. Excellent client services and interpersonal skills. Solid analytical, financial, time management and problem resolution skills. Ability to work well in a fast-paced, dynamic environment with a high degree of accuracy. Must be focused and driven with the ability to manage multiple priorities with tight deadlines. Strong Microsoft Office Knowledge of Relius Admin system, DST, PC applications and File formats a plus Successful completion of ASPPA or NIPA examinations/credentials a plus