Who We Are:

NFP, an Aon company, is a multiple 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 Role:

The Retirement Onboarding Specialist is a support/operations role working with retirement plan producers and advisors to onboard new client relationships as they transition from the prospect to client phase. This includes project management of all facets to establish the client relationship including but is not limited to: preparation of client contract paperwork, establishing vendor connectivity, database entry, communication with finance on invoicing, estimated annual revenue, and fee split arrangements. In addition, you will handle additional regional operational projects as required.

This is a full-time position working from our Bethesda, MD office. We are flexible in offering a hybrid schedule after sufficient training. There will be periodic projects requiring in-office presence, thus you must be within commutable distance to the office.

Essential Duties and Responsibilities:

• Playing a key role in the establishment of a new engagement or revision to an existing engagement
• Obtaining necessary client signatures and permissions
• Establishing provider account access and confirming compensation arrangements
• Ensure data accuracy in company records by regularly and routinely updating business contacts, client and vendor information in Salesforce and maintaining files according to company complaint procedures.
• Handle all confidential business matters and works independently on special assignments.
• Participate in regular departmental meetings and training and development sessions as directed.

Knowledge, Skills, and/or Abilities:

Required Skills/Abilities

• Intermediate knowledge of MS Office Suite
• Ability to quickly learn new software programs
• Stay up to date on regulatory matters impacting job duties
• Time management and organizational skills
• Persistence with fellow team members and clients to complete unfinished tasks
• Ability to communicate clearly verbally and in writing
• Notice discrepancies and inconsistencies in information and make systematic comparisons of two or more alternatives before acting
• Recognize when to escalate specific situations

Required Behaviors/Attitudes

• Demonstrate eagerness to acquire necessary technical knowledge and skills to improve processes and efficiencies
• Exercise judgment to accomplish a result or serve a client’s needs effectively
• Demonstrate a team oriented and service attitude
• Show concern for quality, accuracy, and completeness of work
• Maintain a high level of confidentiality
• Must have the ability to interact diplomatically and professionally
• Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information
• Be a self-starter and have the ability to make sound independent decisions
• Ability to successfully interact with a variety of people/personalities
• Exceedingly well organized, flexible and able to prioritize in a time-sensitive environment is key. Must-have comfort with quick-changing deliverables

EXPERIENCE:

• Prior Experience in the retirement, wealth advisory or insurance business preferred
• Bachelor’s Degree preferred. HS Diploma or equivalent is required
• Corporate experience in Administrative or Ops roles preferably in Financial Services, Wealth Management or Insurance is preferred

What We Offer:

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $67,000 – $93,000. 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.