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: Enhances the value of Newport’s comprehensive suite of services by
providing accounting consulting services, ensuring all important and relevant client interactions are documented for better servicing and risk management. Delivers useful and accurate reports on a periodic basis to enable clients to record and reconcile their NQDC plan activity. Supports and works closely with other departments in presenting Newport as a premiere service provider and seeks to understand and manage client expectations and needs within the scope of Newport’s systems and processes.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Establishes, maintains, and enhances client relationships through frequent client contact.
- Maintains proper documentation of all client interaction, work papers, files and financial records required to establish audit trail for external audit purposes.
- Updates client reporting on a periodic basis and provides clients with proper journal entries or other information necessary to incorporate financial information into client systems.
- Participates in client meetings and prepares presentation materials as required.
- Develops accounting system and reporting requirements for clients on a GAAP/Tax basis upon implementation of new programs.
- For new programs, prepares customized client accounting write-ups and initial client letter delivering the first composites.
- Develops and manages NASA projects to automate manual customized reports.
- Performs ongoing testing on NASA reports as issues arise.
- Evaluates client specific circumstances and transactional activity and determines and applies appropriate financial accounting treatment.
- Handles a variety of client situations and inquires relative to financial accounting matters.
- Responds quickly and reacts swiftly to emerging issues and new case developments related to client issues.
- Maintains a positive, self-energized and confident demeanor to build, foster and develop client relationships.
- Resourceful, self-starter who employs extensive research skills, and effectively collaborates with internal team members to resolve client issues and problems.
- Works in a fast-paced, demanding environment under tight deadlines.
- Focuses on learning in everyday activities and events
- Collaborates with and openly shares knowledge with colleagues
- Regular, reliable, and punctual attendance.
Management Responsibilities
- n/a
Required Education, Experience and Certificates, Licenses, Registrations
- BS in Accounting or related field
- CPA Certification
- Minimum of 3-5 years of relevant work experience
- Broad knowledge of financial accounting and reporting (GAAP)
- Advanced MS Office Skills
Competencies
- Verbal and Written Communication
- Presentation Skills
- Attention to Detail/Thoroughness
- Client Focus
- Analytical
- Builds Collaborative Relationships
- Commitment to Excellence
- Flexibility
- Personal Credibility
- Planning and Organizing
- Time Management
TRAVEL: Up to 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.
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
