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Entry-Level Retirement Coordinator (Hybrid)

NFP Corp.

Location: Warrington, Pennsylvania

Job Type: Full time

Posted


Who We Are:

We’re a six-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

NFP Executive Benefits designs benefit plans that address the retirement savings gap confronting most of today's higher-earning executives. We offer extraordinary benefit administration that supports the simplest to the most complex plan designs. At NFP, we work with our clients directly to provide industry leading service and technology solutions for their non-qualified deferred compensation plans.

This is a hybrid position with in-office flexibility 2-3 days a week.

The Role:

We are looking for a Retirement Coordinator to join our growing firm. The ideal candidate will be responsible for ensuring overall client satisfaction by providing not only exceptional day-to-day customer service but also value-added plan record keeping & administration. This position is also responsible for serving as a technical resource to clients as well.

Duties and Responsibilities:

  • Provide comprehensive administrative support to include participant statements, contributions, distributions, reconciliations and other matters requiring additional research and analysis
  • Responsible for proactive communication with clients regarding all aspects of service delivery and plan design consulting
  • Respond to client inquires in a prompt and professional manner
  • Ensure all plan activity is in compliance with plan documents and applicable regulations
  • Perform other duties as required

Requirements:

  • Bachelor's degree in accounting, business or mathematics, or equivalent background and experience
  • Some financial services experience is preferred, but not required
  • Knowledge of retirement plan administration is a big plus
  • Superior communication and interpersonal skills
  • Detail oriented with demonstrated problem solving skills
  • Ability to work in a team environment, and possess a strong desire to learn and grow within the organization
  • Proficiency in Excel, Word and Outlook

What We Offer:

NFP is 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.

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.

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