MEP/PEP Documents Specialist

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 document projects
• Uploads documents to our internal and external websites, document storage drives and other software as needed for processing service contracts and documents
• Monitors team emails, provides responses and processes documents received
• Ability to multi-task and shift priorities as needed
• Other projects as assigned

Supervisory Responsibilities (none)

Required Education, Experience and Certificates, Licenses, Registrations

• Bachelor’s degree or an equivalent combination of post-secondary education and at least 2 – 4 years of office experience compiling and processing legal documents
• Experience with preparing legal or other documents
• Working knowledge of Microsoft Word, Excel and Outlook

Competencies

• Detail Oriented
• Fosters Teamwork
• Hard-working
• Independent
• Motivated
• Team Player
• Thoroughness
• Resourceful
• Effective Time Management Skills
• Verbal and Written Communication Skills

TRAVEL: Less than 5%.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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