Temporary Associate, TPA Solutions

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.

Temporary Associate - PAM Update Project (Skills & Qualifications)

1. Core Functional Skills (Required)

Data Entry & System Accuracy

* Ability to accurately transfer data from Plan Administration Manual (Word documents) into system fields (BOSS)

* Strong attention to detail with high data accuracy and consistency

* Comfortable working with structured fields and system-driven inputs

The project requires completing setup fields and updating plan data as part of the BOSS configuration process.

Document Interpretation & Translation

* Ability to interpret Plan Administration Manual and translate it into system fields

* Understand how to apply logic when information is unclear or incomplete

* Comfortable making reasonable assumptions with guidance and documenting them

The project leverages a Checklist and requires converting document content into system configurations.

Excel Proficiency

* Basic Excel skills, including:

* Copy & Paste

* Insert Rows

* Add Filter & Freeze Panes

* Remove duplicates

* Ability to compile and maintain lists (e.g., event codes, distribution codes)

Data Validation & Quality Control (QC)

* Ability to audit entered data against source documents

* Perform reasonability checks to ensure data makes sense operationally

* Identify and flag:

* Missing fields

* Inconsistent data

* Potential setup issues

QC includes reviewing entries for accuracy and ensuring sections are complete and administratively reasonable.

2. Technical & System Skills

* Ability to learn and navigate BOSS system functionality

* Familiarity with:

* Data extract reports

* System-based configuration fields

* Basic understanding of:

* Codes (event codes, distribution settings, etc.)

* Structured system inputs vs. freeform text

The role interacts with BOSS distribution settings, extract reports, and system configuration data

3. Analytical & Problem-Solving Skills

* Ability to:

* Translate ambiguous Plan Administration Manual into structured inputs

* Identify when something "does not make sense" operationally

* Escalate issues or questions appropriately

* Logical thinker with strong pattern recognition

4. Organizational & Process Discipline

* Ability to follow standard procedures and templates

* Strong time management to handle high-volume, repetitive tasks

* Ability to:

* Track progress across multiple plans

* Maintain organized work and documentation

5. Communication Skills

* Clear written communication for:

* Documenting assumptions

* Flagging issues for QC review

* Ability to collaborate with:

* Core Product Support

* QC reviewers

* Project leads

The project includes structured communication and handoffs between setup and QC teams

6. Key Traits for Success (Behavioral)

* Detail-oriented and quality-focused

* Comfortable with repetitive but high-precision work

* Able to learn quickly in a structured environment

* Proactive in asking questions when unclear

* Able to balance speed with accuracy

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For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required.

If you are unsure of your internet speed, please check with your service provider.

Note:

For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or…