About the role
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance 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.
Job Summary: Responsible for utilizing the company’s systems and templates to produce legal documents (including service contracts and retirement plan documents) under the direction of other team members.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Prepares service agreement packages consisting of legal contracts and related documents for applicable services/product lines of Newport and related entities
- Works with web-based document system to finalize plan documents by updating checklists as directed and producing final document packages
- Creates signature-ready versions of legal plan documents for external clients and transmits for signature
- Updates project management tools to track workflow for service agreements and other document projects
- Uploads documents to our internal and external websites, document storage drives and other software as needed for processing service contracts and documents
- Monitors team emails, provides responses and processes documents received
- Ability to multi-task and shift priorities as needed
- Other projects as assigned
Supervisory Responsibilities (none)
Required Education, Experience and Certificates, Licenses, Registrations
- Bachelor’s degree or an equivalent combination of post-secondary education and at least 2 – 4 years of office experience compiling and processing legal documents
- Experience with preparing legal or other documents
- Working knowledge of Microsoft Word, Excel and Outlook
Competencies
- Detail Oriented
- Fosters Teamwork
- Hard-working
- Independent
- Motivated
- Team Player
- Thoroughness
- Resourceful
- Effective Time Management Skills
- Verbal and Written Communication Skills
TRAVEL: Less than 5%.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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.
Aplyr's read
Ascensus empowers individuals to secure their financial future through innovative savings solutions, attracting professionals dedicated to personalized service and technological advancement.
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?
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.
