(Future Opportunity) Plan Manager

National Financial Partners; Atlanta (GA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

National Financial Partners in Atlanta, GA, seeks a client service professional to work with plan sponsors on day-to-day service and plan recordkeeping for Nonqualified Deferred Compensation. You will advise on plan activity, respond to inquiries, and support the team while using Excel, Word, and Outlook.

Bachelor’s degree required; retirement industry experience preferred. Competitive salary range, plus PTO, 401(k) with match, health and wellness programs, and exclusive discounts.

Qualifications

• Bachelor’s degree or equivalent background and experience.
• Retirement industry experience preferred, in Nonqualified Deferred Compensation plan administration.
• Superior communication and interpersonal skills.
• Detail oriented with demonstrated problem solving skills.
• Ability to work in a team environment.
• Proficiency in Excel, Word and Outlook.

Responsibilities

• Proactive communication with clients regarding service delivery and plan design.
• Respond to client inquiries promptly and professionally.
• Provide record keeping support for plan transactions and reporting.
• Advise plan sponsor on activity and regulatory compliance.
• Backup and support other team members as required.

Skills

Communication

Interpersonal skills

Detail oriented

Teamwork

Adaptability

Education

Bachelor’s degree or equivalent

Tools

Excel

Word

Outlook

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.

NOTE: This opportunity is for future needs. We often recruit for these roles due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Pager at https://careers.nfp.com.

The Role:

The ideal candidate will work directly with plan sponsors to ensure overall client satisfaction by providing not only exceptional day-to-day customer service but also value-added plan record keeping & administration for Nonqualified Deferred Compensation plans. This position is also responsible for serving as a technical resource to clients as well.

Key Responsibilities:

• Responsible for proactive communication with clients regarding all aspects of service delivery and plan design consulting
• Respond to client inquires in a prompt and professional manner
• Provide record keeping support covering plan transactions, plan reporting, and other matters as required.
• Advise plan sponsor on plan activity and its compliance with plan documents and applicable regulations
• Backup and support other team members as required

Position Requirements:

• Bachelor’s degree or equivalent background and experience
• Retirement industry experience required, preferably in Nonqualified Deferred Compensation plan administration
• Superior communication and interpersonal skills
• Detail oriented with demonstrated problem solving skills
• Ability to work in a team environment
• Willingness to adapt to changing situations and embrace technology
• Possess a strong desire to learn and grow within the organization
• Proficiency in Excel, Word and Outlook

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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.