Regional Administrator (Entry Level)

National Financial Partners Corp. New York , NY 10007

Posted 11 months ago

WHO WE ARE:

Lenox Advisors, a wholly owned subsidiary of NFP, is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success.

Provide administrative and operational activities for the Sales Managers in the East Coast.

WHAT YOU'LL BE DOING:

NY Sales Managers Support/Coordination

  • Maintains / coordinates three Sales Manager's calendar for all internal / external meetings by properly entering details into MOSAIC, confirming all meetings and appointments as directed by the Sales Managers, reserving meeting space, and preparing the conference room with audio-visual technology as needed.

  • Provides administrative and operational support to three Sales Managers.

  • Manages receipts for Sales Managers expense report.

  • Coordinates travel arrangements for Sales Managers.

  • Maintains all recruiting and Relationship Manager electronic copy file.

  • Serves as project manager on technology initiatives, projects and conversions as it relates to a Relationship Manager.

  • Sends communication to each Sales Manager's Unit.

  • External Policy Entry

  • Special projects as assigned.

RM Recruiting Support

  • Enters new recruits into MOSAIC.

  • Schedules meetings and reserves conference rooms in East Coast region for Sales Managers' recruit meetings.

  • Prepares recruiting packages for first interviews and manages file throughout the process.

  • Greets and welcomes all recruits/ and clients and announces visitors promptly.

  • Sends Drip email campaigns for reservoir recruits.

  • Assists with recruiting efforts (research).

  • Distributes BIG authorization for recruit background check.

  • Distributes and order any pre-hire testing such as the MDI and Hogan.

RM On-boarding and Off-boarding

  • Assists with Relationship Manager On-Boarding (Exhibit A).

  • Follows processes for Duplicate Resolution and Data Consistency in MOSAIC.

  • Follows processes for inputting in force policies for new Relationship Managers (in force policy tool)

  • Coordinates RM off-boarding for East Coast Unit.

  • Follows process for MOSAIC user termination.

  • Assists in the client transition process.

RM/CSA Training & Operational Effectiveness

  • Provides client service back up support when needed to ensure no sales/client service disruptions for RM's and clients.

  • Serves as MOSAIC champion for East Coast RMs and CSAs.

  • Part of the data feed team responsible for implementing and maintaining carrier data feeds

  • Provides coverage for two reception areas.

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Regional Administrator (Entry Level)

National Financial Partners Corp.