Responsibilities:
- Obtain and process retirement plan paperwork for new client set up by established deadlines
- Enter data using NPPG’s CRM and plan administration system
- Conduct implementation calls with plan sponsors, advisors, and payroll providers
- Coordinate asset transfers, rollovers, and trust establishment with recordkeepers and custodians
- Transition the plan to ongoing administration with complete handoff documentation
- Perform web-based and proprietary system administration
- Provide exemplary service to customers, addressing inquiries and resolving problems promptly
- Coordinate new account set up with advisors and providers
- Create, update, and submit reports and management logs
- Address and resolve prospect and financial advisor inquiries
- Collaborate with internal teams and outside vendors
- Participate in special project
Qualifications:
- Minimum 2 year experience in the third-party retirement plan administrator (TPA) or 3 years experience in financial services
- Proficiency and/or prior experience in processing of retirement plans a plus.
- Experience with Microsoft Office applications in addition to other common business applications
- Extremely organized and detail driven.
- Ability to meet deadlines and set priorities.
- Strong communication skills.
- Able to provide a high level of customer service.
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
Work Location: Remote
