NQ Plan Analyst
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Job Description
NQ Plan Analyst handling client non-qualified benefit plans and overseeing operational strategies at Newport. Implementing solutions and serving as main point of contact for service issues.
Responsibilities:
- Implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
- Interpret workflows; using best practices while identifying efficiency opportunities.
- Support key initiatives.
- Provide operational knowledge, including providing technical expertise and support to clients and internal business partners for issues.
- Evaluate and solve business and operational issues, determine root cause, and make independent and / or collaborative decisions on resolution approach and execution.
- Drive resolution of escalated client and participant issues, independently determining appropriate actions and balancing risk, compliance, and client impact.
- Determine resolution strategies, including deviation from standard procedures when necessary.
- Own operational strategy and execution for assigned plans, prioritizing work, resolving conflicts, and determining optimal approaches to deliver outcomes.
- Act as initial point of escalation for participant inquiries through the call center; respond in accordance with standard turnaround.
- Support Relationship Manager (RM) / Client Service Manager (CSM) team in the daily service of clients, including direct correspondence with client contacts.
- Make recommendations on the servicing of shared clients, exercising judgment to provide best in class service.
- Facilitate daily transactional activity with the Trustee and trading desk.
- Coordinate with Same Day Trading, Asset Liability Management, and Fund Operations teams to direct appropriate asset transactions, fund swaps, and trust activity on behalf of assigned client plans.
- Coordinate with the Enrollment team to ensure correct setup of participants and elections pre-enrollment.
- Manage and ensure accuracy of online enrollment windows.
- Handle post-enrollment steps including auditing elections, client reporting, and providing data to load to the Production environment.
- Research data issues, including information on Risk Mitigation reports, to ensure data completeness.
- Act as Product Owner for Payroll and Census tools, managing updates and troubleshooting as needed.
- Provide data and reporting outputs to internal teams (trading, enrollment, RM) at defined points in the workflow cycle.
Requirements:
- Bachelor’s degree in a business-related field or industry experience, or a combination of education and industry experience
- 3+ years’ experience working in a related position in the retirement services sector
- Strong MS Office skills including Excel, Word, PowerPoint, and Adobe
- Ability to work in a deadline-driven environment with a demonstrated track record of accuracy and consistency
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations (preferred)
- Ability to write reports, business correspondence, and procedure manuals (preferred)
- Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs (preferred)
- Familiarity with McCamish recordkeeping system and the ability to research participant data via data extract files (preferred)
- Experience with non-qualified deferred compensation plan structures and 409A / 457(b) and 457(f) compliance requirements (preferred)
Benefits:
- Health insurance
- 401(k)
- Paid time off
- Flexible working arrangements
- Professional development opportunities
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