Who We Are:  

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. 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.

This position will be primarily responsible for providing administrative support to the Wealth Management team and providing exceptional customer service to current and potential clients.

Essential Duties and Responsibilities:

• Process new client accounts, distributions, and other financial transactions.
• Respond to daily client inquiries.
• Collaborate with other Client Service team members to provide exceptional customer service to current and potential clients.
• Maintain, update and file client information.
• Complete administrative tasks, track and document client data using Customer Relationship Management system.
• Provide status reports to the Wealth Management Team on the account opening and asset transfer progress.
• Run account maintenance reports on a monthly/quarterly basis.
• Schedule and assist in preparation of annual client meetings.
• Provide back-up and support to other Wealth Management team members.
• Establish committed and trusted client, advisor, and vendor working relationships.
• Complete meeting follow-up duties such as scheduling asset transfers, gathering paperwork and requested documents.
• Collaborate with Wealth Managers regarding account questions, service requests and all other matters.
• Ensure proper execution of Required Minimum Distributions for clients.
• Participate in industry meetings and/or other educational opportunities for the purpose of continuing education, professional development and/or obtaining industry designations.
• Participate in special projects or assignments as needed working with partners to solve complex issues that may arise.

Knowledge, Skills, and/or Abilities:
• Excellent oral, written, and interpersonal communication skills
• Proficiency in Microsoft Office software, including Word, Excel, Outlook, and PowerPoint
• Self-disciplined with commitment to quality, attention to detail and accuracy
• Ability to multi-task and change priorities in a fast-paced environment
• Excellent problem-solving skills

Education and/or Experience:
• High School graduate or equivalent
• College degree preferred
• Financial services industry experience preferred

Certificates, Licenses, Registration:
• None Required

What We Offer:

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.