Take your financial services career to the next level with NFP, an Aon company, as a Senior Coordinator supporting retirement plan administration. In this role, you’ll ensure participant and plan-level transactions are handled with accuracy, compliance, and care—helping clients and advisors deliver retirement security with confidence.
About NFP
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are advisors, problem-solvers, and partners helping clients worldwide navigate risk, workforce needs, retirement, and wealth management. This role supports our retirement plan administration division, where accuracy, compliance, and service excellence are at the core of everything we do.
Schedule
- Full-time, fully remote (eligible anywhere in the U.S.)
- Standard business hours, Monday–Friday
Responsibilities
- Process participant transactions: distributions, hardship withdrawals, RMDs, loans, rollovers, contributions, and transfers
- Review requests for completeness, accuracy, and compliance with plan documents and regulations
- Communicate with clients, custodians, and recordkeepers to resolve discrepancies
- Track and monitor SLAs to ensure timely delivery of transactions
- Maintain detailed documentation and audit trails
- Assist with plan onboarding and terminations, including asset transfers and distributions
- Support compliance testing and Form 5500 preparation by ensuring accurate data
- Contribute to process improvements and SOP development
Qualifications
- Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field preferred
- 2+ years of experience in retirement plan administration or financial services (TPA environment preferred)
- Strong knowledge of 401(k), 403(b), and other qualified retirement plans
- Familiarity with ERISA, IRS, and DOL regulations
- Experience with platforms such as FT William, Ascensus, Vanguard, or Empower a plus
- Proficiency in Microsoft Excel
- Excellent communication, client service, and organizational skills
- High attention to detail and accuracy
What We Offer
- Competitive base salary ($50,000–$55,000, with potential performance-based incentives)
- PTO and paid holidays
- 401(k) with employer match
- Health, dental, vision, and wellness programs
- Exclusive employee discount programs
- A supportive PeopleFirst culture that values growth and long-term relationships
Be part of a company that combines national resources with a people-first approach to deliver outstanding retirement plan solutions.
NFP and You… Better Together.
Happy Hunting,
~Two Chicks…