Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary of Role: The main role of the Operations Coordinator will be to work closely with Plan Advisors to support their plan sponsor client and participant relationships. The Operations Coordinator will work as part of the team responsible for developing plan review and design, fund performance review, plan pricing and re-pricing, responding to plan sponsor and participant inquiries, and developing new business.
****Candidate selected will follow CST hours***
Essential Duties and Responsibilities:
- Support Plan Advisors with all aspects of client service and support for plan sponsors
- Provide additional support to Admin/OPS (Alissa) during busy periods
- Support client onboarding including coordinating the development of Investment Advisory Agreements and subsequent billing arrangements
- Coordinate the development of Investment Policy Statements
- Work with Admin/OPS to oversee and confirm all plan change processes
- Coordinate the development of TDF Fit Analysis reports
- Coordinate RFP response opportunities (initiating/tracking/follow-up)
- Support new business development activities including marketing efforts, presentation development, and meeting
- Support LinkedIn ongoing advisor content profile maintenance
- Coordinate with service providers/recordkeepers as needed to obtain necessary information
- Answer and refer phone inquiries to appropriate destination
- Manages/updates databases
- Utilize available resources to independently resolve a variety of issues to all levels of clients
- Provide solutions to increase operational efficiencies within the client and their retirement plan operations
- 2-3 days in office, less than 10% travel required
Knowledge, Skills, and/or Abilities:
- Financial advisory experience with retirement plan documentation and investment knowledge preferred
- Superior communication and organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team
- Strong client service attitude, positive team player and contributor
- Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
- Travel may be requested to service existing clients and prospect new clients (less than 10% travel requirement)
- Excellent written and oral communication
- Strong organizational skills with ability to multi-task
- Accurate typing skills
- Capacity to respond appropriately to clients and escalate issues to management if necessary
- Ability to apply problem-solving skills to complete tasks
- Must work well in team environment with a positive attitude
Education and/or Experience:
- Strong working knowledge of Microsoft Office products and/or other computer software systems
- Bachelor's Degree required, experience in lieu of degree considered
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $45,000 to $50,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
