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.
Who we are:
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.
Position Summary:
This position will be responsible for utilizing the company’s systems and templates to produce legal documents (including service contracts and retirement plan documents) under the direction of other team members.
Duties and Responsibilities:
- Prepare service agreement packages consisting of legal contracts and related documents for applicable services/product lines of Newport Group and related entities;
- Work with web-based document system to finalize plan documents by updating checklists as directed and producing final document packages;
- Create signature-ready versions of legal plan documents for external clients and transmit for signature;
- Update project management tools to track workflow for service agreements and other document projects;
- Upload documents to our internal and external websites, document storage drives and other software as needed for processing service contracts and documents
- Monitor team emails, provide responses and process documents received
- Other projects as assigned
Education and Qualifications:
- Bachelor’s degree or an equivalent combination of post-secondary education and at least 2 – 4 years of office experience compiling and processing legal documents
- Experience with preparing legal or other documents
- Attention to detail
- Strong verbal and written communication skills
- Ability to multi-task and shift priorities as needed
- Ability to work in a team environment
- Working knowledge of Microsoft Word, Excel and Outlook
The national average salary range for this role is [$40,000- $45,000] in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
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