Operations Coordinator; Retirement; Remote

Overview

Operations Coordinator (Retirement) (Remote) role at NFP, an Aon company. This role supports Plan Advisors in client service and plan sponsor/participant relationships, and works with the team on plan review/design, fund performance, pricing/re-pricing, inquiries, and development of new business.

• Support Plan Advisors with all aspects of client service and support for plan sponsors
• Provide additional support to Admin/OPS 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 meetings
• Support Linked In ongoing advisor content profile maintenance
• Coordinate with service providers/recordkeepers as needed to obtain necessary information
• Answer and refer phone inquiries to appropriate destination
• Manage/update databases
• Use available resources to independently resolve issues for all levels of clients
• Provide solutions to increase operational efficiencies within client and retirement plan operations
• 2-3 days in office, travel less than 10%

• Financial advisory experience with retirement plan documentation and investment knowledge preferred
• Superior communication and organizational skills; ability to prioritize and manage multiple tasks
• Strong client service attitude, positive team player
• Willingness to go above and beyond to serve clients and develop oneself
• Travel may be required (