Serves as the Newport liaison between Newport internal technical staff, Newport Regional Directors (“RDs”) and our intermediary distribution partners in the development of new clients.
Provides sales support for the NQ consulting team
Compiles plan ‘diagnostic’ evaluations for prospective clients to include plan design evaluation (“Best Practices”), optimization and recommendations regarding participant investment ‘menu’ options, trustee search and selection, etc.
Participates in special projects that enhance Newport’s productivity/efficiency and suite of services that would benefit from your diverse background in technology, systems, accounting, etc.
Completes necessary compliance documentation related to placements of securities
Maintains prospect and client databases
Conducts presentations to individuals and large groups.
Full timeBusiness Operations Specialists
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