Account Implementation Team Support Coordinator (Hybrid NYC)

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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 Corp., 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. 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 Team Support Coordinator position provides comprehensive support to our Account Implementation Team, assisting with all aspects of the enrollment process. To thrive in the role, you need to be inherently curious, always learning and seeking opportunities for personal and professional development. This is a full-time role that offers the flexibility of a hybrid schedule, allowing you to work from our New York City office for 3 days a week and work from home for the remaining 2 days.

Key Responsibilities

Implementation Support

• Schedule and organize meetings, prepare agendas, and take detailed meeting minutes
• Arrange zoom meetings, ensuring technical setup and support
• Gather and organize information required for enrollment such as validate Advisors licensing
• Assist in preparing and distributing enrollment materials and outlook templates
• Assist in coordinating with external vendors to support the enrollment process
• Handle calls, emails, tasks communications promptly and professionally
  
  
  

Documentation and Reporting

• Handle administration duties such as data entry, document preparation, and file management
• Support the execution of various departmental projects, ensuring timely completion and adherence to quality standards
  
  
  

Data Management

• Participate in quality assurance tasks to ensure accuracy and completeness
• Maintain databases and ensure data accuracy and confidentiality
• Ad-hoc data entry projects to support the business
• Ensure confidentiality and data security in handling sensitive information
  
  
  

Skills

• Excellent organizational skills
• Extraordinary attention to detail
• Willingness to learn and accept feedback from others?
• Technology Savvy
• Communication – all directions – exposure to Sales and Carrier/Vendors
• Active listening?
• Teamwork and collaboration?
• Agility – ability to adapt to shift in priorities
  
  
  

Behavior

• Use good judgment to accomplish 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
• 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
  
  
  

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 $45,000 –$62,000. 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.