Entry-Level Retirement Plan Specialist

NFP, an Aon company; Charlotte (NC); On-site; USD 60,000 - 70,000; Full time

Job summary

NFP, an Aon company, in Charlotte, NC is seeking a Retirement Plan Operations Associate. You will develop technical knowledge of retirement plan operations, investments, pricing, and client service processes while supporting quarterly investment reports and client materials.

You will also assist with conversion projects and maintain pricing and provider information, partnering with Senior Advisors to support day-to-day service.

Qualifications

• No retirement plan experience required; a general understanding of investments or limited financial services experience is preferred.
• Self-motivated, curious, and committed to learning and professional growth.
• Customer-service oriented and the willingness to work effectively in a team environment.
• Capacity to develop strong communication skills, including the ability to explain complex topics clearly and lead meetings with key client decision-makers.
• Excellent organization, time management skills, and attention to detail to manage multiple priorities and follow through on assigned tasks.
• Series 65 securities license required prior to independently servicing client business.
• Life and Health insurance license recommended, but not required.

Responsibilities

• Develop technical knowledge of retirement plan operations, investments, pricing, industry best practices, and client service processes.
• Assist with the preparation of quarterly investment reports and related client materials.
• Support conversion project management activities for new and transitioning retirement plans.
• Collect, maintain, and analyze plan pricing, investment, and provider information.
• Partner with Senior Advisors to support client relationship management and day-to-day service needs.
• Perform database entry, reporting support, and general administrative tasks as needed.

Job description

NFP, an Aon company, in Charlotte, NC is seeking a Retirement Plan Operations Associate. You will develop technical knowledge of retirement plan operations, investments, pricing, and client service processes while supporting quarterly investment reports and client materials.

You will also assist with conversion projects and maintain pricing and provider information, partnering with Senior Advisors to support day-to-day service.