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 AccuracyAbility to accurately transfer data from Plan Administration Manual (Word documents) into system fields (BOSS)Strong attention to detail with high data accuracy and consistencyComfortable working with structured fields and system-driven inputsThe project requires completing setup fields and updating plan data as part of the BOSS configuration process.Document Interpretation & TranslationAbility to interpret Plan Administration Manual and translate it into system fieldsUnderstand how to apply logic when information is unclear or incompleteComfortable making reasonable assumptions with guidance and documenting themThe project leverages a Checklist and requires converting document content into system configurations.Excel ProficiencyBasic Excel skills, including:Copy & PasteInsert RowsAdd Filter & Freeze PanesRemove duplicatesAbility to compile and maintain lists (e.g., event codes, distribution codes)Data Validation & Quality Control (QC)Ability to audit entered data against source documentsPerform reasonability checks to ensure data makes sense operationallyIdentify and flag:Missing fieldsInconsistent dataPotential setup issuesQC includes reviewing entries for accuracy and ensuring sections are complete and administratively reasonable.2. Technical & System SkillsAbility to learn and navigate BOSS system functionalityFamiliarity with:Data extract reportsSystem-based configuration fieldsBasic understanding of:Codes (event codes, distribution settings, etc.)Structured system inputs vs. freeform textThe role interacts with BOSS distribution settings, extract reports, and system configuration data3. Analytical & Problem-Solving SkillsAbility to:Translate ambiguous Plan Administration Manual into structured inputsIdentify when something “does not make sense” operationallyEscalate issues or questions appropriatelyLogical thinker with strong pattern recognition4. Organizational & Process DisciplineAbility to follow standard procedures and templatesStrong time management to handle high-volume, repetitive tasksAbility to:Track progress across multiple plansMaintain organized work and documentation5. Communication SkillsClear written communication for:Documenting assumptionsFlagging issues for QC reviewAbility to collaborate with:Core Product SupportQC reviewersProject leadsThe project includes structured communication and handoffs between setup and QC teams6. Key Traits for Success (Behavioral)Detail-oriented and quality-focusedComfortable with repetitive but high-precision workAble to learn quickly in a structured environmentProactive in asking questions when unclearAble to balance speed with accuracyBe 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