Newport Group

It’s All About You!

You have goals, we get that.

That’s why, when you join our team we encourage you to strengthen your knowledge by offering professional certification programs and memberships to industry-relevant educational organizations. By utilizing these opportunities – as well as our tuition reimbursement and other training programs – you not only strengthen your skill set, you become more valuable. Then it’s our job to ensure that we recognize that value by providing you career advancement opportunities within our organization.

We believe that a business succeeds when employees have the tools to grow in their careers.

Newport Group Folsom, CA, USA
Jul 31, 2020
Full time
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...
Newport Group Folsom, CA, USA
Jul 31, 2020
Full time
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 Folsom, CA, USA
Jul 31, 2020
Full time
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...
Newport Group Folsom, CA, USA
Jul 31, 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.  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...