This job is expired.
NFP
(Hybrid) Retirement Plan Specialist
NFP
Warrington, PA
Mar 12, 2025
Full Job Description

Who We Are:  

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. 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.

 NFP Executive Benefits designs benefit 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 their 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.

Essential Duties and 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

Knowledge, Skills, and/or Abilities:

  • 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

Education and/or Experience: 

  • Bachelor's degree in accounting, business or mathematics, or equivalent background and experience
  • Prior experience with retirement and/or 401(k) plans is preferred, but not required

Certificates, Licenses, Registration: None required

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 $55,000 – $70,000. 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.

PDN-9e69437e-b052-4208-b4da-964f47055ac8
Job Information
Job Category:
Finance
Spotlight Employer
Related jobs
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-w...
Jul 13, 2025
SAINT PETERSBURG, FL
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-w...
Jul 13, 2025
CLEARWATER, FL
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-w...
Jul 13, 2025
TAMPA, FL
©2025 TalentAlly.
Powered by TalentAlly.
Apply for this job
(Hybrid) Retirement Plan Specialist
NFP
Warrington, PA
Mar 12, 2025
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Continue to Apply

NFP would like you to finish the application on their website.

Supercharge Your Resume with AI

Boost your resume with AI-driven enhancements. The tool analyzes and refines your content, highlighting your strengths and tailoring it for maximum impact. Get personalized suggestions and apply improvements instantly to stand out in the job market.