Wealth & Retirement Operations Coordinator

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. 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.

NFP Retirement, Inc. is seeking a Wealth & Retirement Operations Coordinator.

The Sr. Coordinator, Wealth & Retirement Operations works directly with plan advisors and retirement plan recordkeepers to assist and manage the successful implementation of NFP retirement plan services. This position will be responsible for coordinating, supporting and executing operational activities across a variety of channels. This individual must demonstrate a high standard of professionalism, accuracy and efficiency. This position will also work to standardize operational processes and procedures.

Essential Duties and Responsibilities:

· Manage the implementation of selected services with retirement plan recordkeepers with a high-level or accuracy and attention to detail

· Coordinates with service providers and clients to obtain necessary information

· Coordinates creation and signing of required documentation

· Manages implementation tracking and timeline for key deliverables

· Attends client implementation meetings as needed

· Assists with client data consolidation, formatting and maintenance as needed

· Utilizes software for report creation and other operational tasks

· Maintains written operational processes and procedures

· Assist with special projects as assigned

Knowledge, Skills and/or Abilities:

· Demonstration of a commitment to accuracy by delivering high quality work

· Demonstration of project management skills

· Ability to work independently and in a team setting

· Ability to anticipate and meet client and team needs

· Ability to apply problem-solving skills to complete tasks

· Effective time management and decision-making skills

· Excellent interpersonal skills demonstrated in communications with both external and internal clients

· Ability to express ideas clearly in both written and oral communications

· Proficiency in Microsoft Office

Education and/or Experience:

· High school graduate (or equivalent)

· Minimum of 5 years of experience, financial services operations preferred

What We Offer

NFP is proud to offer a …