Operations Specialist - Wealth Management

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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.

If local to Plymouth, MN this is will be a hybrid role. Considering fully remote as well, must be able to work PST, MST or CST hours.

Essential duties and responsibilities:

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Other duties may be assigned as the need arises.

Executive and Administrative Support

• Provide day-to-day support to the Wealth Management leadership team.

• Manage calendars, coordinate travel, coordinate meetings, and assist with scheduling across internal and external collaborators.

• Prepare, submit, reconcile, and track expense reports and supporting documentation.

• Organize and maintain electronic files, records, templates, contact lists, and reference materials.

• Prepare correspondence, presentations, reports, and other business materials.

• Handle confidential and sensitive information with discretion and professionalism.

Meeting and Communication Coordination

• Coordinate leadership meetings, team meetings, advisor training sessions, business reviews, conferences, and special events.

• Prepare and distribute agendas, meeting materials, presentations, and follow-up communications.

• Record meeting notes, action items, decisions, and deadlines while keeping follow-up tracking updated.

• Coordinate event logistics, registrations, travel arrangements, meeting space requirements, and attendee communications.

Operational Support

• Support day-to-day Wealth Management business operations and initiatives.

• Assist with advisor onboarding, transitions, offboarding activities, and related coordination efforts.

• Coordinate system access requests, user maintenance, and operational support activities.

• Maintain operational procedures, workflows, resource materials, and team documentation.

• Support vendor management, invoice coordination, purchasing requests, and related business processes.

Project & Business Coordination

• Provide coordination support for projects, central initiatives, and business priorities.

• Monitor deliverables and deadlines and actively follow up on pending tasks and commitments.

• Gather, organize, and summarize information needed for leadership meetings, reporting, and business decisions.

Communications & Reporting Support

• Assist with drafting, formatting, and distributing internal communications.

• Prepare presentations, leadership materials, reports, and business updates.

• Coordinate information and materials among advisors, leadership, and internal business partners.

• Support reporting initiatives, data gathering, metrics tracking, and recurring business reviews.

• Ensure communications and materials are accurate, professional, and delivered on schedule.

Knowledge, skills, and/or abilities:

• Exceptional organizational and time management skills.

• Strong attention to detail and commitment to accuracy.

• Ability to manage multiple projects and deadlines simultaneously.

• Strong written and verbal communication skills.

• Excellent follow-through and problem-solving abilities.

• Ability to work independently and make well-informed decisions.

• Professional demeanor and capability to collaborate effectively with advisors, leadership, vendors, and internal business partners.

• Strong customer-service attitude and collaborative approach.

• Advanced skills in Microsoft Outlook, Teams, Word, Excel, PowerPoint, and associated business software.

• Ability to adapt quickly in a fast-paced and evolving business environment.

Education and/or experience:

• Associate's or bachelor's degree preferred, or an equivalent combination of education and relevant professional experience.

• 3-5 years of experience in executive support, administrative operations, business operations, project coordination, or a related role.

• Experience in Wealth Management, financial services, or another professional-services environment preferred.

• Experience supporting senior leaders, senior executives, or a leadership team 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 emphasizes building and nurturing lifelong relationships with our employees because our purpose is to support others. The base salary range for this position is $65,000-$80,000. The salary offered will depend on factors such as experience, credentials, education, certifications, required skill level, position scope, and geographic location. Each salary is determined individually. Additionally, this position may qualify for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

2590077 Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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.

If local to Plymouth, MN this is will be a hybrid role. Considering fully remote as well, must be able to work PST, MST or CST hours.

Essential duties and responsibilities:

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Other duties may be assigned as the need arises.

Executive and Administrative Support

• Provide day-to-day support to the Wealth Management leadership team.

• Manage calendars, coordinate travel, coordinate meetings, and assist with scheduling across internal and external collaborators.

• Prepare, submit, reconcile, and track expense reports and supporting documentation.

• Organize and maintain electronic files, records, templates, contact lists, and reference materials.

• Prepare correspondence, presentations, reports, and other business materials.

• Handle confidential and sensitive information with discretion and professionalism.

Meeting and Communication Coordination

• Coordinate leadership meetings, team meetings, advisor training sessions, business reviews, conferences, and special events.

• Prepare and distribute agendas, meeting materials, presentations, and follow-up communications.

• Record meeting notes, action items, decisions, and deadlines while keeping follow-up tracking updated.

• Coordinate event logistics, registrations, travel arrangements, meeting space requirements, and attendee communications.

Operational Support

• Support day-to-day Wealth Management business operations and initiatives.

• Assist with advisor onboarding, transitions, offboarding activities, and related coordination efforts.

• Coordinate system access requests, user maintenance, and operational support activities.

• Maintain operational procedures, workflows, resource materials, and team documentation.

• Support vendor management, invoice coordination, purchasing requests, and related business processes.

Project & Business Coordination

• Provide coordination support for projects, central initiatives, and business priorities.

• Monitor deliverables and deadlines and actively follow up on pending tasks and commitments.

• Gather, organize, and summarize information needed for leadership meetings, reporting, and business decisions.

Communications & Reporting Support

• Assist with drafting, formatting, and distributing internal communications.

• Prepare presentations, leadership materials, reports, and business updates.

• Coordinate information and materials among advisors, leadership, and internal business partners.

• Support reporting initiatives, data gathering, metrics tracking, and recurring business reviews.

• Ensure communications and materials are accurate, professional, and delivered on schedule.

Knowledge, skills, and/or abilities:

• Exceptional organizational and time management skills.

• Strong attention to detail and commitment to accuracy.

• Ability to manage multiple projects and deadlines simultaneously.

• Strong written and verbal communication skills.

• Excellent follow-through and problem-solving abilities.

• Ability to work independently and make well-informed decisions.

• Professional demeanor and capability to collaborate effectively with advisors, leadership, vendors, and internal business partners.

• Strong customer-service attitude and collaborative approach.

• Advanced skills in Microsoft Outlook, Teams, Word, Excel, PowerPoint, and associated business software.

• Ability to adapt quickly in a fast-paced and evolving business environment.

Education and/or experience:

• Associate's or bachelor's degree preferred, or an equivalent combination of education and relevant professional experience.

• 3-5 years of experience in executive support, administrative operations, business operations, project coordination, or a related role.

• Experience in Wealth Management, financial services, or another professional-services environment preferred.

• Experience supporting senior leaders, senior executives, or a leadership team 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 emphasizes building and nurturing lifelong relationships with our employees because our purpose is to support others. The base salary range for this position is $65,000-$80,000. The salary offered will depend on factors such as experience, credentials, education, certifications, required skill level, position scope, and geographic location. Each salary is determined individually. Additionally, this position may qualify for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.