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Retirement Operations Specialist

2 months ago

Bethesda, United States NFP Corp Full time

**Who We Are**

**Summary of Role**:
The Retirement Operations Specialist works with retirement 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, the Retirement Operations Specialist will handle additional regional operational projects as required.

***

**JOB ACCOUNTABILITIES**:

- 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.

**JOB COMPETENCIES: (knowledge, experience, skills & abilities and behaviors/attitudes)**

**Required Skills/Abilities**
- Intermediate computer skills including knowledge of MS Office
- 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, skills to improve processes and efficiencies
- Exercise judgment to accomplish a result or serve a client’s needs effectively
- Demonstrate a team oriented, service attitude
- Show concern for quality, accuracy, and completeness of work
- Maintain a high level of confidentiality

**EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS**
- Associates Degree or College Degree preferred
- Prior Experience in the retirement, wealth advisory or insurance business preferred.

**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.

**NFP and You... Better together**

NFP is an inclusive Equal Employment Opportunity employer.

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