(Hybrid) Retirement Plan Specialist

NFP•Warrington, PA

12d•$54,000 - $75,000•Hybrid

About The Position

NFP Executive Benefits designs benefits plans that address the retirement savings gap confronting most of today’s higher-earning executives. We offer extraordinary benefit administration that supports the simplest to the most complex plan designs. At NFP, we work with our clients directly to provide industry-leading service and technology solutions for non-qualified deferred compensation plans. We are looking for the right individual to join our growing firm. The ideal candidate will be responsible for ensuring overall client satisfaction by providing not only exceptional day-to-day customer service but also value-added plan record keeping & administration. This position is also responsible for serving as a technical resource to clients as well.

Requirements

Detail oriented with demonstrated problem-solving skills
Strong oral and written communication skills
Ability to work in a team environment
Ability to work in a fast-paced environment and possess a strong desire to learn and grow within the organization
Proficiency in Excel, Word and Outlook
Bachelor’s degree in accounting, business or mathematics, or equivalent background and experience

Nice To Haves

Prior experience in retirement and/or 401(k) plans is preferred, but not required

Responsibilities

Accurately prepare daily transactions for trade file processing to meet daily cutoff times
Provide proactive customer communication with clients and peers regarding all aspects of service delivery and client transactions
Respond to client inquiries 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