Newport Group

 

Newport Group helps companies offer their employees a more secure financial future

We are a leading provider of retirement plans, insurance, and consulting services—with more than $150 billion of corporate retirement and insurance assets, encompassing over 925,000 plan participants from coast to coast. We are committed to meeting the evolving needs of our advisors and plan sponsors while adhering to our most important attributes. 

 

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
Sep 03, 2020
Full time
  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...
Newport Group Folsom, CA, USA
Sep 03, 2020
Full time
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...
Newport Group Folsom, CA, USA
Sep 03, 2020
Full time
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 Folsom, CA, USA
Sep 03, 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 Folsom, CA, USA
Sep 03, 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...