PROCESSING SPECIALIST
Ascensushr
Full-timemid
Job description
<p style="text-align:left">Newport, an Ascensus company, helps employers offer their associates a more secure financial future through <u>retirement plans</u>, <u>insurance</u> and <u>consulting services</u>. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.</p><div><p><b><span>J</span></b><b><span>O</span></b><b>B </b><b><span>S</span></b><b>UM<span>M</span>AR<span>Y</span></b>: T<span>h</span>e P<span>r</span>oc<span>e</span>ss<span>i</span>ng <span>S</span>p<span>e</span>c<span>i</span>a<span>li</span>st <span>f</span><span>o</span><span>rm</span>a<span>t</span>s a<span>n</span>d <span>l</span>o<span>a</span>ds p<span>a</span><span>y</span><span>r</span>o<span>l</span>l a<span>n</span>d <span>wi</span><span>t</span>h<span>h</span>o<span>l</span>d<span>i</span>ng <span>i</span>nfo<span>rm</span><span>a</span><span>t</span><span>i</span>on <span>t</span>o po<span>s</span>t <span>i</span><span>n</span><span>t</span>o <span>p</span>ar<span>t</span><span>i</span>c<span>i</span>p<span>a</span>nt acc<span>o</span>u<span>nt</span>s <span>u</span><span>t</span><span>ili</span>z<span>i</span>ng <span>t</span>he pric<span>i</span>ng s<span>e</span><span>r</span>v<span>i</span>ces <span>t</span>o co<span>ll</span>ect <span>p</span><span>r</span><span>i</span>ces, d<span>i</span>v<span>i</span>d<span>e</span>n<span>d</span>s a<span>n</span>d o<span>t</span>h<span>e</span>r cor<span>p</span>ora<span>t</span>e acti<span>o</span>n<span>s</span>. T<span>h</span>e <span>P</span><span>r</span>oc<span>e</span>ss<span>i</span>ng <span>S</span>p<span>e</span>c<span>i</span>a<span>li</span>st <span>w</span>or<span>k</span>s c<span>l</span>os<span>el</span>y <span>wi</span><span>t</span>h <span>o</span><span>t</span>h<span>e</span>r d<span>e</span>p<span>a</span><span>r</span><span>t</span><span>m</span>e<span>n</span><span>t</span>s <span>t</span>o h<span>el</span>p <span>c</span><span>r</span>o<span>s</span>s ch<span>e</span>ck p<span>a</span><span>r</span><span>t</span><span>i</span>c<span>i</span>p<span>a</span>nts’ ac<span>c</span>o<span>u</span>nts <span>f</span>or acc<span>u</span><span>r</span>acy a<span>n</span>d <span>t</span><span>i</span><span>m</span>e<span>l</span>y<span> r</span>e<span>p</span><span>o</span><span>rt</span><span>i</span>ng.</p><p></p><p><b><span>E</span></b><b><span>SSE</span></b><b>N<span>T</span>IAL </b><b>F</b><b>UNC<span>T</span>I<span>O</span>NS </b><i>Reaso<span>n</span>a<span>b</span><span>l</span>e <span>a</span><span>cc</span>o<span>m</span>m<span>o</span>d<span>a</span><span>t</span><span>i</span><span>o</span>ns m<span>a</span>y be m<span>a</span>de <span>t</span>o <span>e</span>n<span>a</span><span>b</span><span>l</span>e <span>i</span>n<span>d</span><span>i</span><span>v</span><span>i</span><span>d</span>u<span>al</span>s <span>w</span><span>i</span><span>t</span>h d<span>i</span><span>s</span>a<span>b</span><span>i</span><span>l</span><span>i</span>t<span>i</span>es to p<span>e</span><span>r</span>form t<span>h</span>e<span>s</span>e es<span>s</span>e<span>n</span>t<span>i</span>al <span>f</span>u<span>n</span><span>c</span>t<span>i</span>o<span>n</span><span>s</span></i>.</p><p></p><p>• <span>Con</span>f<span>i</span>rms <span>pa</span>r<span>t</span><span>i</span>c<span>ip</span><span>a</span><span>n</span>t v<span>e</span>st<span>in</span>g <span>an</span>d v<span>e</span>st<span>e</span>d <span>a</span>cc<span>o</span><span>u</span><span>n</span>t <span>balan</span>c<span>e</span>s</p><p>• V<span>e</span>rif<span>ie</span>s <span>do</span>c<span>u</span>m<span>en</span>t<span>a</span>t<span>i</span><span>o</span>n <span>an</span>d <span>in</span>f<span>o</span>rm<span>a</span>t<span>i</span><span>o</span>n f<span>o</span>r <span>al</span>l <span>d</span><span>i</span>stri<span>b</span><span>u</span>t<span>ion</span>s <span>an</span>d <span>p</span><span>o</span>s<span>t</span>s <span>di</span>stri<span>b</span><span>u</span>t<span>ion</span>s <span>in</span>to syst<span>e</span><span>m</span>; <span>u</span>pda<span>t</span><span>e</span>s p<span>a</span><span>rt</span><span>i</span>c<span>i</span>p<span>a</span>nt p<span>e</span><span>r</span>so<span>n</span>al a<span>n</span>d e<span>l</span>ecti<span>o</span>n da<span>t</span>a as n<span>e</span>e<span>d</span>ed</p><p>• M<span>anage</span>s <span>p</span><span>l</span><span>a</span>n f<span>ea</span>t<span>u</span>r<span>e</span>s <span>an</span>d <span>da</span>t<span>a</span><span>b</span><span>a</span>se r<span>ule</span>s to <span>e</span><span>n</span>s<span>u</span>re <span>4</span><span>0</span><span>9</span>a c<span>o</span>m<span>pli</span><span>a</span><span>n</span>ce</p><p>• <span>Co</span>mm<span>uni</span>c<span>a</span><span>t</span><span>e</span>s <span>wi</span>th t<span>h</span>e <span>in</span>t<span>e</span>r<span>na</span>l c<span>l</span><span>i</span><span>en</span>t s<span>e</span>rvice t<span>ea</span>m <span>o</span>r r<span>ela</span>t<span>ion</span>s<span>h</span><span>i</span>p c<span>on</span>t<span>a</span>cts to <span>iden</span>t<span>i</span>fy <span>an</span>d <span>p</span>r<span>i</span><span>o</span>ritize<span> i</span>s<span>s</span><span>ue</span>s t<span>ha</span>t <span>nee</span>d <span>i</span>mm<span>ed</span><span>i</span><span>a</span>te <span>a</span>tt<span>en</span>t<span>io</span>n</p><p>• <span>A</span>d<span>j</span>us<span>t</span>s <span>f</span><span>il</span>e l<span>a</span>yo<span>u</span><span>t</span>s <span>t</span>o <span>t</span>he co<span>r</span><span>r</span>ect <span>f</span><span>o</span><span>r</span><span>m</span>at <span>f</span><span>o</span>r <span>p</span><span>r</span>oc<span>e</span>ss<span>i</span>n<span>g</span>; <span>m</span>a<span>n</span>a<span>g</span>es a<span>n</span>d <span>p</span><span>r</span><span>o</span>cess<span>e</span>s sch<span>e</span>d<span>ul</span>ed <span>wi</span><span>t</span>h<span>d</span><span>r</span>a<span>w</span>al <span>r</span><span>e</span>q<span>u</span>ests.</p><p>• Pr<span>o</span>v<span>ide</span>s <span>a</span>ss<span>i</span>st<span>an</span>ce to m<span>anage</span>m<span>e</span><span>n</span>t <span>an</span>d <span>de</span><span>p</span><span>a</span><span>r</span>tm<span>en</span>t<span>a</span>l t<span>ea</span>ms f<span>o</span>r <span>al</span>l <span>p</span>r<span>o</span><span>j</span><span>e</span>cts <span>a</span>s <span>nee</span><span>d</span><span>e</span>d</p><p>• <span>Coo</span>r<span>d</span><span>i</span><span>na</span><span>t</span><span>e</span>s <span>de</span>t<span>a</span><span>i</span><span>l</span>s, cr<span>ea</span><span>t</span><span>e</span>s r<span>e</span>c<span>o</span>r<span>d</span>s, <span>an</span>d f<span>ollo</span><span>w</span>s <span>u</span>p <span>o</span>n r<span>eplie</span>s r<span>e</span><span>l</span><span>a</span>t<span>in</span>g <span>t</span>o s<span>pe</span>c<span>ia</span>l <span>p</span>r<span>o</span><span>j</span><span>e</span>cts <span>a</span>s <span>di</span>r<span>e</span>ct<span>e</span>d</p><p>• Ass<span>i</span>s<span>t</span>s <span>i</span>n str<span>ea</span>ml<span>inin</span>g <span>p</span>r<span>o</span>c<span>e</span>ss<span>e</span>s.</p><p>• <span>Regu</span><span>l</span><span>a</span>r, r<span>elia</span><span>b</span><span>l</span>e <span>an</span>d <span>pu</span><span>n</span>ct<span>ua</span>l <span>a</span>tt<span>endan</span><span>c</span>e</p><p></p><p><b><span>M</span></b><b>ANA<span>G</span>M<span>E</span>NT </b><b>R</b><b><span>ESP</span></b><b><span>O</span></b><b>NS<span>I</span>BI<span>L</span>I<span>T</span>I<span>E</span>S </b><b><span>(</span></b><b>N<span>O</span>N<span>E</span></b><b>)</b></p><p></p><p><b>R</b><b><span>E</span></b><b><span>Q</span></b><b>UIRED </b><b><span>E</span></b><b>DUCA<span>T</span>I<span>O</span>N</b><b>, <span>E</span></b><b><span>XPE</span></b><b>RI<span>E</span>NCE AND </b><b>C</b><b><span>E</span></b><b>R<span>T</span><span>I</span><span>F</span>ICA<span>T</span><span>E</span><span>S</span></b><b>, L</b><b>IC<span>E</span>NS<span>ES</span></b><b>, R</b><b><span>E</span></b><b><span>G</span></b><b>I<span>S</span><span>T</span>RA<span>T</span>I<span>O</span>NS</b></p><p>• <span>Hig</span>h sc<span>ho</span><span>o</span>l <span>edu</span><span>c</span><span>a</span>t<span>io</span>n</p><p></p><p><b><i>M<span>u</span><span>s</span>t<span> b</span>e <span>a</span><span>b</span>le to <span>w</span><span>o</span><span>r</span>k a <span>7a</span>m - <span>4</span><span>p</span>m <span>s</span><span>h</span>ift <span>a</span>t l<span>e</span><span>as</span>t<span> on</span>e <span>d</span><span>a</span>y <span>o</span>f <span>t</span><span>h</span>e w<span>eek</span>.</i></b></p><p></p><p><b><span>P</span></b><b>RE<span>F</span><span>E</span>RRED </b><b><span>(</span></b><b>BUT N<span>O</span>T R<span>E</span><span>Q</span>UIRE<span>D</span></b><b>) </b><b><span>E</span></b><b>DU<span>C</span>A<span>T</span>I<span>O</span>N <span>O</span>R <span>S</span>KI<span>LL</span>S <span>F</span><span>O</span>R <span>T</span>HIS R<span>OL</span>E ARE</b></p><p>• B<span>a</span>c<span>helo</span><span>r</span><span>’</span>s <span>deg</span>r<span>e</span>e (B. <span>A</span>.) <span>i</span>n <span>e</span>c<span>ono</span>mics, <span>a</span>cc<span>ou</span><span>n</span>t<span>in</span>g <span>o</span>r f<span>inan</span>ce fr<span>o</span>m a f<span>ou</span><span>r</span>-y<span>ea</span>r</p><p><span>Coll</span><span>e</span><span>g</span>e <span>o</span>r <span>uni</span><span>v</span><span>e</span>rsity, <span>o</span>r r<span>ela</span>t<span>e</span>d <span>wo</span>rk <span>e</span>x<span>pe</span>r<span>i</span><span>en</span><span>c</span>e</p><p>• I<span>n</span>t<span>e</span>rm<span>edia</span>te Exc<span>el</span>,<span> W</span><span>o</span>r<span>d</span>, <span>an</span>d Acc<span>e</span>ss sk<span>ill</span>s</p><p></p><p><b>C</b><b><span>O</span></b><b>M<span>PE</span><span>T</span><span>E</span>NCIES</b></p><p>• A<span>nal</span>yt<span>i</span>c<span>a</span>l</p><p>• Pr<span>oble</span>m S<span>ol</span>v<span>e</span>r</p><p>• Pr<span>o</span><span>j</span><span>e</span>ct M<span>anage</span>m<span>en</span>t</p><p>• <span>Re</span>s<span>ea</span>rch Sk<span>i</span><span>l</span><span>l</span>s</p><p>• <span>Lea</span><span>d</span><span>e</span>rs<span>hi</span>p</p><p>• P<span>lann</span><span>i</span><span>n</span>g <span>a</span><span>n</span>d Or<span>gani</span>z<span>a</span>t<span>i</span><span>o</span>n Sk<span>ill</span>s</p><p>• <span>W</span>rit<span>t</span><span>e</span>n <span>an</span>d V<span>e</span>r<span>ba</span>l <span>Co</span><span>m</span>m<span>uni</span>c<span>a</span>t<span>io</span>n sk<span>i</span><span>ll</span>s</p></div><p>• J<span>udg</span>m<span>en</span>t</p><p>• <span>C</span>ritic<span>a</span>l <span>T</span><span>hin</span>k<span>i</span><span>n</span>g</p><p>• I<span>ndepe</span><span>n</span><span>den</span>t</p><p>• <span>T</span><span>ea</span>m P<span>la</span>y<span>e</span>r</p><p>• <span>De</span>t<span>ai</span>l Ori<span>e</span><span>n</span>t<span>e</span>d</p><p>• Pr<span>oa</span>ct<span>i</span>ve</p><p>• M<span>o</span>t<span>i</span>v<span>a</span>t<span>e</span>d</p><p></p><p><b>TRAV<span>E</span>L: </b><span>U</span>p <span>t</span>o 5 <span>%.</span></p><p></p><p><b>O</b><b><span>T</span></b><b>HER </b><b>D</b><b>U<span>T</span>I<span>E</span>S</b></p><p><span>Pl</span><span>e</span>a<span>s</span>e <span>n</span>ote <span>t</span>h<span>i</span>s <span>j</span>ob d<span>e</span><span>scr</span><span>i</span><span>p</span>t<span>i</span>on <span>i</span>s <span>n</span>ot <span>d</span>e<span>s</span><span>i</span>g<span>n</span>ed <span>t</span>o co<span>v</span><span>e</span>r or <span>c</span>o<span>n</span>t<span>a</span><span>i</span>n a <span>c</span>o<span>m</span>pr<span>e</span>h<span>e</span>n<span>siv</span>e <span>l</span><span>i</span><span>s</span><span>t</span><span>i</span>ng of a<span>c</span><span>t</span><span>i</span><span>v</span><span>i</span><span>t</span><span>i</span>e<span>s</span>, d<span>u</span>t<span>i</span>es or <span>r</span>e<span>s</span>p<span>o</span>n<span>s</span><span>i</span><span>b</span><span>i</span><span>l</span><span>i</span>t<span>i</span>es t<span>h</span>at are <span>r</span><span>e</span>q<span>u</span><span>i</span><span>r</span>ed of t<span>h</span>e <span>e</span>m<span>p</span><span>l</span>o<span>y</span>ee f<span>o</span>r <span>t</span>h<span>i</span>s <span>j</span>o<span>b</span>. Du<span>t</span><span>i</span>e<span>s</span>, r<span>e</span><span>s</span>p<span>o</span>n<span>s</span><span>i</span><span>b</span><span>i</span><span>l</span><span>i</span>t<span>i</span>es a<span>n</span>d a<span>c</span>t<span>i</span><span>v</span><span>i</span><span>t</span><span>i</span>es m<span>a</span>y <span>c</span><span>h</span>a<span>n</span><span>g</span>e <span>a</span>t a<span>n</span>y t<span>i</span>me w<span>i</span><span>t</span>h <span>o</span>r <span>w</span><span>i</span>t<span>h</span>o<span>u</span>t n<span>o</span><span>t</span><span>i</span><span>c</span>e.</p><p><i><span>Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com </span></i> <i><span>or @futureplan.com</span></i> <i><span>email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</span> </i></p>
Skills
ExcelWordAccess