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, an Aon company, 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.

Position Summary & Overall Purpose:

The Operations Support Coordinator is an entry-level role that provides administrative and operational support to both the New Business and Advanced Planning departments in collaboration with department leadership. This role will assist in process development, data management, and project coordination while also supporting team members with various tasks and projects.

JOB ACCOUNTABILITIES:

• Operational Process Support
  • Assist in developing, implementing, and streamlining operational processes and procedures
  • Collaborate with operations management to maintain and optimize departmental workflows
• Data Management
  • Maintain accurate and up-to-date data in our CRM and other databases
  • Ensure data integrity and assist with data analysis and reporting as needed
• Training and Onboarding
  • Assist in training and onboarding new hires on CRM and departmental processes
  • Support in developing and maintaining training materials and documentation
• Communication and Information Flow
  • Support the creation, dissemination, and storage of departmental information
  • Assist in crafting and editing templates, PowerPoint decks, and other materials
• Meeting and Event Support
  • Coordinate logistics and planning for departmental team events and meetings
  • Prepare meeting materials, agendas, and notes
• Administrative Support
  • Provide general administrative support to team members, including task management and coordination
  • Assist in maintaining and updating departmental web pages and internal communications
  • Assist with special projects and initiatives as needed

Required Knowledge:

• Can effectively navigate within CRM and various carrier platforms
• Strong organization skills and high attention to detail
• Thorough, accurate, and reliable when performing and completing job tasks
• Can define and explain the various steps in our processes
• Capacity to solve problems while considering impact to client and firm
• Microsoft office skills (Outlook, Word, Excel and PowerPoint)

Required Skills/Abilities:

• Work effectively with others to drive results
• Presents an appropriate professional appearance and demeanor with team members and clients (Internal and/or external)
• Manages time well to accomplish work tasks within established deadlines
• Is flexible and open minded
• Thorough, accurate, and reliable when performing and completing job tasks
• Strong communication, interpersonal and negotiation skills
• Dedicated to exceeding internal and external client expectations
• Works effectively under pressure
• Has a strong sense of urgency about solving problems and getting work done
• Embraces technology with optimism and positivity
• Ability to work in a team environment
• Views problems as opportunities to improve processes and make things better

Required Behaviors/Attitudes:

• Use good judgment to accomplish work assignments without compromising the firm’s integrity
• Demonstrates a high level of dependability in all aspects of the job
• Cope with change with optimism and positivity
• Behaves in a way that leads others to trust him/her
• Willingly assist others who may need assistance with their day to day
• Takes responsibility and accountability
• Demonstrate openness to new organizational structures, procedures, and technology
• Effectively contribute to the work of the team

EDUCATION:
Bachelor’s degree preferred or equivalent experience

EXPERIENCE:
Previous experience in customer service, operations, or in an admin position

LICENSE REQUIREMENTS:
N/A

We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who 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.

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 is $53,000 – $59,000. 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.