Plan Administrator

Job Title Plan Administrator

 

Scope

The Newport Group has an excellent opportunity for a Plan Administrator in our LaCrosse Office. This position will be responsible for proactively managing and developing profitable, long-term customer relationships and achieve customer retention. To provide retirement plan services and guidance by being responsive to the clients needs and provide day to day customer support.

 

Essential FunctionsCoordinates receipt and accuracy of participant data from clients, verifies plan provisions and government regulations for processing allocations.Assists in the verification and approval of all distributions and loans prior to be processed.Approves and works with clients to correct and payroll fund items.  Verifies and approves all quarterly participant statements and client reports prior to mailing.  Provides client support and customer service on day-to-day issues with clients.  Acts in a pro-active manner with assigned clients and builds relationships to ensure retention.  Works with supporting departments ( Billing, Compliance, Operations) to resolve issues or gather required data.Perform other duties or special projects as assigned that are related to the essential operation of the business unit. Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third Party Vendors.

 

Experience:4 year college degree with an interest in accounting, finance, general business or mathematicsIndustry designation preferredPrior experience in the financial services industry desiredStrong Interpersonal skills, attention to details, good organizational skillsProject managementProblem solving and analytical skills

 

 

If you’re looking to join an organization that has both a depth of professional knowledge and a cutting-edge entrepreneurial spirit, then look no further.

 

The Newport Group is a leading provider of retirement services and asset management, specializing in 401(k) retirement plans, executive deferred compensation plans, and investment advisory services. Working with hundreds of the country’s largest and best-known companies, we provide their employees with the tools they need to help them reach their financial destinations.

 

As a leader in financial services, our professional staff includes experts in accounting, actuarial, client relationship management, communications, executive benefits, insurance, investments, and law. As a rapidly growing enterprise, our work environment is dynamic, challenging—and rewarding.

 

So if your next career objective is to make a unique individual contribution while growing both professionally and personally, Newport is looking for you.

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We offer competitive wages, a comprehensive benefits package, bonus eligibility, and generous vacation/personal leave. Newport is an Equal Opportunity Employer (EOE). For more information, please visit newportgroup.com.

 

If you are interested in this position, please apply directly at www.newportgroup.com under the careers section.  Include your salary history and requirements.