Investment Associate, NFP/Retirement Plan Advisory Group - Aliso Viejo
NFP/RETIREMENT
PLAN ADVISORY GROUP
INVESTMENT
ASSOCIATE
NFP and Retirement
Plan Advisory Group provide consulting services, training and support for clients
and advisers in the U.S. with more than $150 billion in assets under influence.
Core practice areas include investment due diligence, RFPs & fee
benchmarkings, fiduciary compliance, intensive training, sales and marketing
resources and business consulting. Visit www.nfp.com and www.rpag.com for more information.
Strong
communication skills are a must, as the role includes building and maintaining
working relationships with team members, advisers, clients, vendors and other
departments throughout the organization. To perform this job successfully, individual
must be able to perform each essential duty satisfactorily.
- Familiarity
with corporate retirement industry terminology, products and services
- Strong
communication skills when working with peers, senior management, team
members and vendors
- Commitment to
culture requires a demonstration of professionalism, attendance, accountability,
customer/client focus, and teamwork
- Ability
to maintain a high degree of accuracy in a fast-paced environment is a
must
- Individual
must possess good analytical, problem solving, and communication skills,
both verbal and written
- Bachelor’s
Degree
- Experience working in corporate retirement industry a plus
NOTE:
The
information on this description has been designed to indicate the general
nature and level of work performed by employees within this classification. It
is not designed to contain or be interpreted as a comprehensive inventory of
all duties, responsibilities and qualifications required of employees assigned
to this job.
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