Temporary Associate, TPA Solutions

• 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.

1. 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

Do you have experience in Technical Proficiency?, 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., 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

1. 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

2. Communication Skills * Clear written communication for: + Documenting assumptions + Flagging issues for QC review * Ability to collaborate with, * 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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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.