Manager, Plan Administration

Essential Functions

• Works with team members and senior management to investigate and resolve client issues. Helps with escalated calls as required.
• Develops consistent department processes and procedures that ensure optimum productivity and ensure regulatory compliance issues are met for required activity.
• Contributes to the development, updating, and enhancement of materials and programs associated with the area of responsibility activity.
• Assumes project management responsibilities for department initiatives to increase efficiencies and document changes in processes and procedures;

participates in testing, training and rollout of initiatives.

• Reports status of all projects to senior management; identifies problems to improve efficiencies relative to areas of responsibility.
• Supports all policies and procedures established by Management within the assigned team.
• Acts as point of contact for an assigned caseload of complex plans. Acts in a pro-active manner with assigned clients and builds relationships to ensure retention.

Ensures other Plan Administrators within team are acting in the same manner.

• Acts as Subject Matter Expert and assumes responsibility for maintaining and updating ancillary applications : BOSS, WebAdmin, Case Tracking.
• Works with internal support groups including SSG, Operations, Implementation, and Compliance to promote continued integration and act as SME for various projects.
• Works under pressure in a very fast-paced environment
• Focuses on learning in everyday activities and events
• Collaborates with and openly shares knowledge with colleagues
• Presents information and responds to questions from managers, clients, customers, and the public
• Regular, reliable and punctual attendance

Management Responsibilities

• Counseling, coaching and mentoring of assigned Plan Administrators, as well as any other Plan Administrators that may require assistance.
• Prepares and performs 1 : 1’s and quarterly check-ins for assigned staff; maintains harmonious employee / employer relations.
• Contributes and makes recommendations in the hiring and staffing of the Non-Qualified Plan Administration department.
• Manages the process of assigning cases and managing workload for Plan Administration team and attending handoff meetings to identify special service deliverables.
• Oversees the scheduled client service team deliverables for timely completion and monitor control reports and follow up with team members as required.
• Leads and engages employees in a positive and professional manner where inclusion and diversity of thought are leveraged for innovation and continuous improvement.
• Works with employee to set and execute employee SMART goals / objectives.
• Manages direct reports according to Newport policy
• Maintains safe and healthy work environment by establishing, following and enforcing standards and procedures; complying with legal regulations

Required Education, Experience and Certificates, Licenses, Registrations

• Bachelor’s degree or equivalent combination of education and experience
• 3+ years’ of team lead experience or demonstrated ability to provide leadership in a team environment
• 3+ years’ experience in a banking or financial institution environment

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

Knowledge of mutual funds and investments preferred.

Competencies

• Analytical Thinking
• Interpersonal Skills
• Attention to Detail
• Organizational Skills
• Avid Leader and Mentor
• Project Management
• Problem Solver
• Sound Judgement
• Develops Others
• Proactive

Travel : Up to 10%

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.