Office Administrator, Wealth & Insurance Services (In-Office, Nyc)

Who We Are

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a seven-time 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're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

POSITION SUMMARY & OVERALL PURPOSE

Responsible for all the administrative and operational activities performed in the office that supports either the Sales Management (SM) driven initiatives or the regional office as a whole. Coordinates the onboarding and offboarding of the Relationship Managers (RM and Client Service Associates (CSA) as well as supports the Regional Administrative Manager in providing training to the new Relationship Managers and Client Service Associates. This is a full-time role, working daily 8:30am-5:30pm from our NYC mid-town office.

What You'll Be Doing:

Sales Management Leadership Support

• Strategic partner of Sales Management Leadership team

• Assists Sales Management team with sending Relationship Managers relevant notifications, based on unit needs and provide administrative and operation support to Sales Management leadership, including calendar management and assisting with coordination and scheduling of meetings

• Manages the agenda for all team operational meetings

RM Recruiting Support

• Assists with sourcing of candidates through LinkedIn and other vendors to increase the number of recruits being considered for each core class

• Enters new recruits into MOSAIC

• Coordinates, schedules and confirms meetings and reserves conference rooms for Sales Manager's recruit meetings

• Creates Recruit Meeting agendas/coordination

• Assists Sales Manager in the tracking and any follow up of recruiting process, prepare recruiting packages for first interviews and manages file throughout the process

• Distributes and orders any pre-hire testing/screening, such as the Hogan

RM/CSA/SM Onboarding and Offboarding

• Creates and coordinates Relationship Manager, Client Service, Sales Manager onboarding, development, and offboarding tasks

• Assists with tagging records with Schedule A attribute during Relationship Manager onboarding

• Assists Regional Administrative Manager in the client transition process

RM/CSA/SM Training

• Schedules and coordinates training classes and Lunch and Learns in alignment with National training calendar. Inclusive of reserving conference room, ordering lunch, and making sure all materials are ready in the region

• Creates sales/ training presentations

• Assists with foundation training such as MOSAIC, Fieldnet, Intranet, company overview, computer Systems Overview, General Office Overview, Marketing Overview

Operational Effectiveness

• Serves as a MOSAIC/Technology champion for Relationship Managers and Client Service Associates

• Follows processes for Duplicate Resolution and Data Consistency in MOSAIC

• Assists the data feeds team to reconcile data discrepancy as it relates to carrier data feeds

Office Administration

• Assists with all Sales Event Planning (i.e. Relationship Manager Happy Hour, Induction School Lunches RM Lunch & Learns, dinners)

• Handles all regional event planning for Sales Management team (i.e. holiday party (outside of NY/CT), dinners, happy hours, food ordering for Sales related meetings)

• Provides support to Lenox Partners and visiting staff/Relationship Managers when they are in the office (printing, tech support, mailing, etc.)

• Communicates sales related Departmental messages to Relationship Managers and Client Service Associates, providing general regional office communications

• Assists with Technology Initiatives, Projects and Equipment Conversions

• Front line Resource for Relationship Managers and Client Service Associates

• Provides Relationship Manager and client notary services

• Submits all regional receipts and invoices using the proper accounting processes

Leadership

• Demonstrates clear understanding of Lenox Guiding Principles

• Establishes relationships with the Lenox team across the various departments

• Participates in sales initiatives and projects, as assigned

• Encourages collaboration, joint work, and peer-to-peer learning

• Encourages attendance and participation in Lenox meetings, trainings, and events

Required Knowledge, Skills and Abilities

• Can learn then define, explain, and Navigate Lenox's infrastructure (i.e. Lenox, NFP, FAF, MassMutual, MMLIS, Wealthspire, LBIS)

• Obtain knowledge of the products/services Lenox offers its clients

• Microsoft office skills (Outlook, Word, Excel and PowerPoint)

• Calendar Management in Outlook and become a MOSAIC power user

• Advanced technology skills

• Presents an appropriate professional appearance and demeanor

• Presents a cheerful, positive demeanor with the clients they service and their colleagues

• Has a strong sense of urgency about solving problems and completing work

• High attention to detail, exceptional organizational and administrative skills

• Dedicated to exceeding internal and external client expectations

• Handles stressful situations with calm and poise

• Keeps others informed on the status of assigned work

• People-first personality and drive, establishes relationships with the Lenox team across the various departments

• Project management mindset, ability to manage various priority projects simultaneously

• Acts as a role model for staff and RMs in the areas of personal character, commitment, organization, and work habits

• Participates in sales initiatives and projects, as assigned

• Encourages collaboration, joint work, and peer-to-peer learning, attendance and participation in Lenox meetings, trainings, and events

• Demonstrates a high level of dependability in all aspects of the job

• Respects the confidentiality of information, takes responsibility and accountability

EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS

• A Bachelor's degree is preferred; HS Diploma or GED required

• The ideal candidate will have 1-3 years of corporate support/operations experience; Financial Services/Insurance industry helpful. Insurance product knowledge (life, disability and long-term care) preferred.

• Recent College grads with relevant internship or work experience considered.

• The ability to interact with clients diplomatically and professionally is a must.

• Must be proficient in Microsoft Office Suite. Experience utilizing a Client Relationship Management (CRM) system is preferred.

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 in NYC is $46,000 - $65,000. 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 and Lenox Advisors is an inclusive Equal Employment Opportunity employer.