Jobs in All Categories (8) Accounting & Finance (2) Human Resources & Legal (2) Operations & General Management (1) Sales & Business Development (1) Technology (2)
Provide direction and leadership to direct reports that includes coaching and feedback, employee development, and performance management.
Responsible for organizing the recruitment and selection of employees as well as taking an active role in the onboarding and performance management process in guiding and developing the skill set of the operations team.
Provide standard fee quotations as requested as well as ensuring that sales staff is provided indirect marketing packets and manage the mailing of miscellaneous marketing materials to clients.
Responsible for the installation and conversion of retirement plans to the Newport Group platform.
The Director will participate in and monitor project milestones and timelines, ensure that questions and issues have been answered, objectives are aligned, and proper documentation is created.
Manage the work-flow activities of client services staff in accordance with corporate strategic direction and budgetary guidelines.
Assist Team Members with research on difficult questions or escalated issues. Establish strong relationships with current and prospective clients.
Work closely with the business to identify, analyze, and implement core business processes and workflows.