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
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email 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.
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.com email 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.