(Hybrid) Retirement Plan Specialist
NFP, an Aon company, is a recognized leader in providing consultative solutions for workforce and retirement challenges. They are seeking a Retirement Plan Specialist responsible for ensuring client satisfaction through exceptional customer service and comprehensive administrative support for retirement plans.
Responsibilities
- Accurately prepare daily transactions for trade file processing to meet daily cutoff times
- Responsible for proactive communication with clients and peers regarding all aspects of service delivery and client transactions
- Respond to client inquires in a prompt and professional manner
- Provide comprehensive administrative support to include participant statements, contributions, distributions, reconciliations and other matters requiring additional research and analysis
- Ensure all plan activity is in compliance with plan documents and applicable regulations
- Perform other duties as required
Skills
- Bachelor's degree in accounting, business or mathematics, or equivalent background and experience
- Detail oriented with demonstrated problem solving skills
- Strong oral and written communication skills
- Superior communication and interpersonal 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
- Prior experience with retirement and/or 401(k) plans
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
Company H1B Sponsorship