Operations Coordinator (Remote) - Military Veterans
at NFP
NFP Corp
To apply for this position please CLICK HERE
Who We Are
NFP, an Aon Company, is a multi-year 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.
Summary of the Role: The Operations Coordinator plays a key role in supporting Plan Advisors in managing plan sponsor client and participant relationships. This position involves collaborating with the team to develop plan reviews and designs, evaluate fund performance, manage plan pricing and re-pricing, address client and participant inquiries, and contribute to new business development. The ideal candidate will bring strong organizational skills and a client-focused mindset to help ensure the success of our team and the satisfaction of our clients.
Candidate selected can work remotely and must be able to follow Central Standard Time hours
Essential Duties and 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
Knowledge, Skills, Abilities Required:
- 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
Education and/or Experience:
- Strong working knowledge of Microsoft Office products and/or other computer software system
- Bachelor's Degree required, experience in lieu of degree considered
- 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)
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $45,000 to $50,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
NFP is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It’s expected that all of our employees are aware of this policy and that they create an environment that’s sensitive and respectful to all individuals.
Madison, WI
Who We Are
NFP, an Aon Company, is a multi-year 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.
Our teams strive to embody excellence in everything we do – and we’re proud to be recognized for it. Our vision isn’t all about the numbers. But we’ve found that our reputation as an exceptional provider of personal and corporate consultative services hasn’t gone unnoticed. We’re proud to say we’re the:
- #7 Largest benefits broker by global revenue, Business Insurance
- #8 Best place to work in insurance, Business Insurance
- #8 Commercial lines agency, Insurance Journal
- #10 Largest property & casualty agency, Insurance Journal
- #13 Personal lines agency, Insurance Journal
- #13 Global insurance broker, Best's Review
- #13 Largest broker of US business, Business Insurance
We’re also proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.