[Remote] Operations Coordinator (Retirement) (Remote)
Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in Business Insurance, dedicated to providing custom solutions for significant risk and retirement challenges. The Operations Coordinator will support Plan Advisors in managing client relationships and assist in various operational tasks related to retirement plans.
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
Skills
- 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
- 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
- Strong working knowledge of Microsoft Office products and/or other computer software systems
- Bachelor's Degree required, experience in lieu of degree considered
- Financial advisory experience with retirement plan documentation and investment knowledge preferred
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
Company H1B Sponsorship