Temporary Wealth Coordinator

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: Summary of Role: Basic Function: This is a part time temporary Intern dividual provides administrative and project management support to the Wealth Group. General knowledge of wealth management. P rincipal accountabilities: Essential Core Duties and Responsibilities Compilation and production of client meeting materials Support Sales/Marketing needs relating to presentations and RFPs Maintain internal files and databases with all client data Maintain business level data for management Assist with special projects as needed Attendance at weekly internal meetings, planning sessions and NFP-Sponsored events Desired Skills Well Organized and client focused; able to anticipate client needs Detail oriented Able to manage multiple deadlines and deliverables Excellent communication skills Innovative and engaging with management to seek out process improvements Proficient in Excel and Microsoft Word Proficient in Adobe Acrobat Understanding MS Outlook, Salesforce and internet navigation Desired Qualifications: Bachelor's degree preferred. 2+ experience with finance and/or accounting or related field. Licensing/Certifications: N/A Working Conditions: Will work in a climate-controlled office environment. Physical Demand: Ability to sit at a computer for a long period of time as well in office.Duties require standing, walking, talking, sitting, and hearing. Supervisory Responsibilities: N/A 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.

Created: 2024-11-05