(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