NQ Plan Analyst

Ascensus•Tampa, FL

5d•Remote

About The Position

NQ Plan Analyst is an integral part of the client services team that leads end-to-end administration and oversight of assigned non-qualified plans, exercising judgment in managing plan provisions and client outcomes. The NQ Plan Analyst team (Direct and Private Label) oversees the day-to-day workflow for assigned clients, acting as the central coordination point between plan sponsors, participants, operational teams, and relationship management. The NQ Plan Analyst is accountable for plan integrity, risk mitigation, and operational decision-making, including evaluation of plan activity, data accuracy, and financial transactions. As well as serving as a key decision-maker for escalated issues, determining appropriate resolutions based on plan provisions, regulatory considerations, and operational impact. Decisions made in this role directly impact client outcomes, regulatory compliance, and financial transactions, requiring sound judgment and risk assessment.

Requirements

Bachelor’s degree in a business-related field or industry experience, or a combination of education and industry experience.
3+ years’ experience working in a related position in the retirement services sector.
Strong MS Office skills including Excel, Word, PowerPoint, and Adobe.
Ability to work in a deadline-driven environment with a demonstrated track record of accuracy and consistency.

Nice To Haves

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
Familiarity with McCamish recordkeeping system and the ability to research participant data via data extract files.
Experience with non-qualified deferred compensation plan structures and 409A / 457(b) and 457(f) compliance requirements.

Responsibilities

Implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
Interpret workflows; using best practices while identifying efficiency opportunities. Support key initiatives.
Provide operational knowledge, including providing technical expertise and support to clients and internal business partners for issues.
Evaluate and solve business and operational issues, determine root cause, and make independent and / or collaborative decisions on resolution approach and execution.
Drive resolution of escalated client and participant issues, independently determining appropriate actions and balancing risk, compliance, and client impact. Determine resolution strategies, including deviation from standard procedures when necessary.
Own operational strategy and execution for assigned plans, prioritizing work, resolving conflicts, and determining optimal approaches to deliver outcomes.
Act as initial point of escalation for participant inquiries through the call center; respond in accordance with standard turnaround.
Support Relationship Manager (RM) / Client Service Manager (CSM) team in the daily service of clients, including direct correspondence with client contacts. Make recommendations on the servicing of shared clients, exercising judgment to provide best in class service.
Facilitate daily transactional activity with the Trustee and trading desk. Coordinate with Same Day Trading, Asset Liability Management, and Fund Operations teams to direct appropriate asset transactions, fund swaps, and trust activity on behalf of assigned client plans.
Coordinate with the Enrollment team to ensure correct setup of participants and elections pre-enrollment. Manage and ensure accuracy of online enrollment windows.
Handle post-enrollment steps including auditing elections, client reporting, and providing data to load to the Production environment.
Research data issues, including information on Risk Mitigation reports, to ensure data completeness.
Act as Product Owner for Payroll and Census tools, managing updates and troubleshooting as needed.
Provide data and reporting outputs to internal teams (trading, enrollment, RM) at defined points in the workflow cycle.