Job Description

JOB SUMMARY: Perform duties to ensure all retirement transactions are processed timely and accurately, working within the limits of standard practice. ESSENTIAL FUNCTIONS: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Completion of daily recordkeeping Operations processing volumes and related tasks in accordance with Newport service level agreements.
• Complete Quality Assurance work flow steps for transactions as required in the work flow system
• Work cross functionally to maintain reconciled positions within the Trust/Custodial accounts
• Ability to understand plan setting requirements and specifications to identify potential transactional issues
• Maintain data within the recordkeeping and ancillary systems
• Utilize custodial and ancillary systems as required
• Adhere to all Newport standard operating procedures and controls
• Manage multiple tasks effectively by balancing high productivity with excellent service quality
• Pursue resolution of aged items with internal departments and service partners
• Research and resolve any issues that occur through the client and/or client service managers.

SUPERVISORY RESPONSIBILITIES: NONE REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

• Bachelor’s degree in a business related field or industry experience, or a combination of education.
• 3-5 years’ experience working in a related position in the retirement services sector.
• Ability to work in a fast-paced, dynamic environment with a high degree of urgency and accuracy
• Good written and oral communication skills, strong attention to detail.
• Strong MS Office skills to include excel.
• Effective time management and organization skills.

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

• Prior experience with Relius and/or DST administration system a plus

• Familiarity with trading and cash reconciliation concepts

COMPETENCIES:

• Communication
• Teamwork
• Client Focus
• Critical Thinking
• Time Management
• Resilience
• Attention to Detail
• Planning and Organizing

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.

Company Description

Pharmaneek's Long Term Care Services a wide array of services designed to meet the specialized needs of long term care patients. Our services are focused on delivering the most appropriate pharmaceutical care at lower costs.