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 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

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