Remote Non-Qualified Plan Analyst

Ascensus; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Newport, an Ascensus company, seeks a NQ Plan Analyst to join the client services team. You will lead end-to-end administration of non-qualified plans, ensuring plan integrity, data accuracy, and compliant financial transactions.

The role acts as a central coordination point among sponsors, participants, and operational teams to deliver optimal client outcomes. You will evaluate plan activity, mitigate risks, and support escalation resolutions, while partnering with RM/CSM and trading desks to

Qualifications

• Bachelor’s degree in a business-related field or industry experience.
• 3+ years’ experience in retirement services.
• Strong MS Office skills including Excel, Word, PowerPoint, and Adobe.

Responsibilities

• Oversee end-to-end administration of non-qualified plan accounts and transactions.
• Coordinate with sponsors, participants, and internal teams to manage plan activity.
• Ensure data accuracy and timely financial transactions across plans.
• Act as Product Owner for Payroll and Census tools, managing updates and troubleshooting as needed.
• Provide data and reporting outputs to RM/CSM teams at defined workflow points.

Skills

MS Office

Data accuracy

Plan administration

Client service

Communication

Education

Bachelor's degree in business-related field

Tools

McCamish system

Job description

Newport, an Ascensus company, seeks a NQ Plan Analyst to join the client services team. You will lead end-to-end administration of non-qualified plans, ensuring plan integrity, data accuracy, and compliant financial transactions.

The role acts as a central coordination point among sponsors, participants, and operational teams to deliver optimal client outcomes. You will evaluate plan activity, mitigate risks, and support escalation resolutions, while partnering with RM/CSM and trading desks to