The Financial Analyst role is responsible for preparing sophisticated plan design proposals and financial analyses involving complex funding of non-qualified executive benefit programs including both acquisition of new clients and the ongoing servicing of current clients.
5 days a week in-office at our Lake Mary, FL location
Section 2: Job Functions, Essential Duties and Responsibilities
- Works closely with Senior Consultants to provide sophisticated plan modeling and funding solutions for non-qualified benefit plans, including, but not limited to deferred compensation and supplemental executive retirement plans.
- Develops and maintains relationships with insurance carriers who offer products in the non-qualified benefit plan marketplace and works to gain a thorough understanding of the various products and their applications to our clients.
- Utilizes insurance carrier software and internal programs to prepare accurate financial modeling for new and existing non-qualified executive benefit clients.
- Provides detailed modeling assumptions, analysis, recommendation and follow-up analysis on a timely basis.
- Participates in special projects to enhance productivity/efficiency and our suite of non-qualified services.
- Responsible for protecting, securing, and proper handling of all confidential data held by Newport to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in actions on a day-to-day basis showing support of our organizational culture.
Supervision
Section 3: Experience, Skills, Knowledge Requirements
- Bachelor's degree in Finance, Economics, or Mathematics
- 0 to 3 years of retirement services industry (or comparable) experience
- Proficient in use of Microsoft Office programs, especially Excel
- Ability to learn multiple insurance carrier software programs
- Strong analytical and problem-solving skills; detail-oriented
- Strong written and oral communication skills
- Strong organizational skills
- Self-motivated and capable of initiating action
- Ability to collaborate with others and adapt to change
- Ability to work on multiple projects concurrently and adjust to change in priorities
- Ability to work under pressure in a very fast paced environment
- Provides regular, reliable and punctual attendance
- TRAVEL: Up to 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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
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