NQ Consultant Coordinator

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: Manage case work and work-flow of assigned cases and ensure that the best and most appropriate resources are designated to support the development of any case. This role will have a direct impact on the successful acquisition of new clients and the ongoing servicing of current clients.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Maintain plan design templates for the NQ consulting team.
• Provide sales support for the NQ consulting team
• Complete necessary compliance documentation related to placements of securities
• Maintain prospect and client databases
• Prepares fee schedules and Draft Service agreements
• Coordinates completion necessary compliance documentation related to placements of securities
• Self-starter working 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

• None
  
  

Required Education, Experience And Certificates, Licenses, Registrations

• Minimum 1 year of retirement services industry experience with direct accountability for client deliverables
  
  

Preferred (but not required) education or skills for this role

• Bachelor's degree from four-year college or university
  
  

Competencies

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from intermediary partners, prospects and clients.
• Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
  
  

TRAVEL: Up to 5%.

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