NQ Financial Reporting Coordinator
📋 Role Overview & Responsibilities
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.
Position Summary
The Accounting Specialist assists in the production of the periodic financial reporting provided to clients, manages specialized internal information reports related to client demographics and reporting requirements, monitors Accounting Services communications, and supports other Accounting Services functions as needed.
Job Functions, Essential Duties And Responsibilities
Generate time critical preliminary client base reporting Manage and maintain internal “database” of client demographics and commitments Monitor client report distribution for verification of timely delivery Monitor Accounting Services communications for direction to appropriate recipient Assist in the accumulation of source documents required for client report generation Support maintenance of client reporting inventory
Supervision
This position does not supervise others
Experience, Skills, Knowledge Requirements
Solid working knowledge of Microsoft Office Suite (Excel, Word, Outlook)Demonstrated knowledge of functions and formulas in ExcelAbility to organize and manipulate large amounts of dataStrong attention to detailAbility to manage deadlinesStrong analytical skillsAssociate degree (Accounting preferred)
We are proud to be an Equal Opportunity Employer
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Frequently Asked Questions
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This position is located in Lake Mary, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
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