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MEP/PEP Documents Specialist

Ascensus · US

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans , insurance and consulting servi...

Job description

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. Job Summary: 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. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions . - Prepares service agreement packages consisting of legal contracts and related documents for applicable services/product lines of Newport and related entities - Works with web-based document system to finalize plan documents by updating checklists as directed and producing final document packages - Creates signature-ready versions of legal plan documents for external clients and transmits for signature - Updates project management tools to track workflow for service agreements and other doc...