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NQ Project Coordinator

AscensusAscensus·Financial Services

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Posted

59 days

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About the role

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plansinsurance and consulting services. 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.

Section 1: Position Summary

The NQ Project Coordinator role within the NQ Product Delivery Team is a vital support position focused on assisting with project in-take, coordination, and testing. Situated within the line of business, this position aids in project facilitation, assists with project definition, and manages enterprise project requests. Additionally, the incumbent is responsible for reviewing requests, creating detailed test plans, and conducting system regression testing.


Section 2: Job Functions, Essential Duties and Responsibilities

Project Facilitation and Management:
•    Assist in facilitating projects from the line of business within the Product Delivery Team.
•    Collaborate with team members to define project objectives and scope.
•    Manage enterprise project requests for the line of business, ensuring accuracy and completeness.
•    Maintain project documentation and track project progress against established timelines.
Testing Procedures:
•    Review projects as they emerge from development and are approved by User Acceptance Testing (UAT).
•    Create detailed test plans outlining testing objectives, methodologies, and criteria.
•    Perform system regression testing to ensure the functionality and integrity of business systems.
•    Document and report any discrepancies or issues identified during testing procedures.
Enterprise Project Management:
•    Communicate project status updates, risks, and mitigation strategies to relevant stakeholders.
•    Handle requests for new projects, overseeing the process from initiation to approval, ensuring they meet the line of business’s strategic objectives.
•    Assist in gathering and analyzing data for project evaluation and reporting.
•    Collaborate with stakeholders to ensure alignment between project deliverables and business requirements.
•    Undertake additional tasks or responsibilities as delegated by the Product Delivery team members.
Associate Principles:

•    Regular, punctual, and reliable attendance. Core Values of People Matter, Quality First and Integrity Always® are visible in your actions on a day-to-day basis showing support of our organizational culture.
•    Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.


Supervision  

N/A


Section 3:  Experience, Skills, Knowledge Requirements 

Experience:
•    Previous experience in an administrative or coordination role, preferably in a financial service industry within a business or project management environment.
•    Familiarity with project coordination tasks, such as scheduling, documentation, and tracking progress.
•    Strong communications skills and the ability to juggle multiple projects and deliver on time.
Skills:
•    Strong organizational skills and attention to detail, particularly in managing project documentation and testing procedures.
•    Effective communication skills to liaise with team members, stakeholders, and external parties.
•    Proficiency in using productivity tools and software for documentation, scheduling, and reporting. Proficient with Excel, Visio and PowerPoint.
Knowledge:
•    Basic understanding of project management principles and methodologies.
•    Familiarity with testing procedures and methodologies, including system regression testing.
•    Awareness of business processes and requirements relevant to project coordination and testing activities within the line of business.
Education:
•    Bachelor's degree (B. A.) from a four-year college or university strongly preferred.
•    Minimum 5 years of experience in the retirement plan industry or the equivalent combination of education and experience. 


We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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.

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Aplyr's read

Ascensus empowers individuals to secure their financial future through innovative savings solutions, attracting professionals dedicated to personalized service and technological advancement.

Synthesized from recent postings & public sources

What's promising

  • Ascensus is a leader in retirement and college savings, providing stability in the financial services sector.
  • The company invests in innovative technology, enhancing its service offerings and operational efficiency.
  • Employees benefit from a culture focused on personalized service, fostering strong client relationships.

What to watch

  • The financial services sector is highly competitive, posing challenges for market differentiation.
  • Regulatory changes in retirement savings can impact business operations and strategy.
  • Limited public information about Ascensus's diversity and inclusion initiatives.

Why Ascensus

  • Ascensus specializes in both retirement and college savings, offering a dual focus uncommon in the industry.
  • The company emphasizes personalized service, setting it apart in a tech-driven financial landscape.
  • Ascensus's commitment to innovative technology supports its leadership in savings solutions.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Ascensus

Ascensus is a leading provider of retirement and college savings solutions, dedicated to helping individuals save for their future through innovative technology and personalized service.

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