National Financial Partners
Administrative Assistant Job at National Financial Partners in Helena
National Financial Partners, Helena, MT, United States
Who We Are:
NFP, an Aon company, is a multiple 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: https://www.NFP.com.
The Executive Assistant is a firm and client facing position with a solid line to SVP- Sales, located in Austin, TX and regional lead located in Boston, MA. This position will require interaction with internal leadership teams across the NFP Retirement team, shared service teams, NFP firms, external partners, and clients on a day-to-day basis.
The successful candidate will collaborate with leadership, clients and internal team members across NFP. The candidate will work with both managers to execute key initiatives within NFP's Retirement business to enhance operations and strengthen firm relationships
What Successful Candidate Will Do:
NFP is 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 $55,000 $95,000. 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 is an inclusive Equal Employment Opportunity employer.
NFP, an Aon company, is a multiple 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: https://www.NFP.com.
The Executive Assistant is a firm and client facing position with a solid line to SVP- Sales, located in Austin, TX and regional lead located in Boston, MA. This position will require interaction with internal leadership teams across the NFP Retirement team, shared service teams, NFP firms, external partners, and clients on a day-to-day basis.
The successful candidate will collaborate with leadership, clients and internal team members across NFP. The candidate will work with both managers to execute key initiatives within NFP's Retirement business to enhance operations and strengthen firm relationships
What Successful Candidate Will Do:
- Manage scheduling for a faced past sales professional and regional lead
- Draft, review and send communications
- Organize and prepare for meetings, including gathering documents and attending to logistics of meetings
- Answer and respond to phone calls, communicate messages and information to the producer and regional lead
- Prioritize emails and respond when necessary
- Coordinate travel arrangements
- Maintain various records and documents
- Update sales pipeline and center of influence pipeline
- Coordinate activity and sales numbers across NFP Retirement sales reps
- Collaborate and partner closely team members and marketing teams to develop materials to advance sales and further the integrated selling initiative.
- Maintain ongoing knowledge of industry trends, company products and platform offerings.
- Continually foster team culture with and between business functions and departments.
- Excellent written and oral communication skills
- Strong organizational skills with the ability to multi-task
- Attention to detail and deadline oriented
- Self-sufficient and desire to learn
- Capacity to respond appropriately to clients and escalate issues to management if necessary
- Ability to apply problem-solving skills to complete tasks
- Must work well in a team environment with a positive attitude
- Ability to work in a faced past environment
- Strong working knowledge of Microsoft Office products
- Strong working knowledge of Adobe Acrobat and Salesforce
- Previous executive assistant experience is preferred
NFP is 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 $55,000 $95,000. 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 is an inclusive Equal Employment Opportunity employer.