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Operations Associate (Outbound Calls)

Company: Newport Group
Location: Saint Petersburg
Posted on: November 11, 2019

Job Description:

Company Overview:Newport Group is a leading provider of retirement plans, insurance, and consulting services. We help companies offer their employees a more secure financial future by offering comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. Job Description:The Operations Associate ensures the accurate and timely processing of retirement plan participant accounts. We are looking for someone who is mindful of detail, has an aptitude for general accounting, finance and mathematics and thrives on providing excellent service to both internal and external clients. You are the right person for this role if:

  • You have Bachelor's degree from an accredited university with a degree in Finance, Business, Math or Economics
  • You have 1-2 years of experience in financial services preferably within a trade processing or daily record keeping environment
  • You possess strong attention to detail, excellent problem solving skills, and superior client service focus. The ability to be self-motivated and have strong organizational skills to prioritize and handle multiple projects are also important qualities to have in this role
  • You are able to escalate questions and issues as appropriate to management, yet work independently using solid business judgment
  • It is a requirement of this job to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift The Operations Associate will:
    • Process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites
    • Assist with special projects as needed and identify process improvements to create efficiencies
    • Utilize various databases which house retirement plan information and works extensively with MS Excel and Word
    • Take on additional responsibilities that may include managing mutual fund processing
    • Work in a team environment building partnerships across departments at Newport Group Newport group offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check). Newport Group is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

Keywords: Newport Group, St. Petersburg , Operations Associate (Outbound Calls), Other , Saint Petersburg, Florida

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