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
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Originally posted on Himalayas
