Operations Coordinator (Retirement) (Remote)

National Financial Partners Corp.•Madison, WI

64d•$45,000 - $50,000•Remote

About The Position

The main role of the Operations Coordinator will be to work closely with Plan Advisors to support their plan sponsor client and participant relationships. The Operations Coordinator will work as part of the team responsible for developing plan review and design, fund performance review, plan pricing and re-pricing, responding to plan sponsor and participant inquiries, and developing new business. Candidate selected will follow CST hours

Requirements

Financial advisory experience with retirement plan documentation and investment knowledge preferred
Superior communication and organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team
Strong client service attitude, positive team player and contributor
Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
Travel may be requested to service existing clients and prospect new clients (less than 10% travel requirement)
Excellent written and oral communication
Strong organizational skills with ability to multi-task
Accurate typing skills
Capacity to respond appropriately to clients and escalate issues to management if necessary
Ability to apply problem-solving skills to complete tasks
Must work well in team environment with a positive attitude
Strong working knowledge of Microsoft Office products and/or other computer software systems
Bachelor's Degree required, experience in lieu of degree considered

Responsibilities

Support Plan Advisors with all aspects of client service and support for plan sponsors
Provide additional support to Admin/OPS (Alissa) 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 meeting
Support LinkedIn ongoing advisor content profile maintenance
Coordinate with service providers/recordkeepers as needed to obtain necessary information
Answer and refer phone inquiries to appropriate destination
Manages/updates databases
Utilize available resources to independently resolve a variety of issues to all levels of clients
Provide solutions to increase operational efficiencies within the client and their retirement plan operations