Job Description
Essential Functions
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Serves as the primary point of contact for plan sponsors, advisors and internal Newport teams to successfully on-board client plans onto Newport platform.Identifies, creates, and executes efficient project timeline and client facing deliverables.Works with plan sponsors, internal/external consultants, and prior service providers to successfully convert plan data, assets and liabilities.Schedules and leads weekly checkpoint calls with clients and external partners to provide project status update and to discuss open items. Maintains and organizes client-meeting materials such as agenda, minutes and timeline.Understands legal plan documents, implementation process and translates client requests into actionable tasks.Research and understands client on-boarding process, plan setup and project documentation needs. Works closely with cross-functional support teams to resolve system setup and configuration issues.
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