Posting Description
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., 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. NFP is a multiple Best Places to Work award winner in Business Insurance. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Position Summary & Overall Purpose
Exciting opportunity to support 2 senior executives at a thriving wealth management and insurance services firm. An ambitious and highly professional Executive Assistant is needed to provide a range of administrative support. The ideal candidate will have a background in financial services or insurance. This role will office out of both Stamford, CT and New York, NY.
KEY RESPONSIBILITIES
Complex daily calendar management
Coordinate calendars by forecasting commitments and identifying potential scheduling conflicts. Demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on sensitive matters and/or last-minute changes.
Send and manage meeting invitations, confirm participants, and adjust schedules as priorities shift
Meeting management
Plan and prepare for key meetings by crafting agendas and coordinating logistics.
Reserve and manage conference rooms.
Draft emails and other business communications on the executives' behalf.
Responsible for greeting external meeting attendees, fielding phone calls, reviewing incoming mail.
Travel & logistics/Expense Management
Arrange domestic and international travel using Concur - including flights, car service, hotels, and dining reservations. Develop itineraries/agendas and book meeting accommodations.
Track expenses and prepare expense reports regularly in Concur to ensure timely reimbursement.
Events
Support coordination of in-office and offsite team events, leadership meetings, and executive-sponsored gatherings. Work with event coordinator and other EAs.
Assist in managing logistics including venue, catering, materials, and attendee communications
For certain events serve as the point of contact for event vendors and internal partners during planning and execution
Additional Support
Working alongside the executive to manage special projects and ad-hoc requests.
Work closely with the EA to the COO, EA to the Chief Strategy Officer, and the Executive Leadership Team to provide unified support.
Provide a bridge for smooth, accurate communication between the executives' office and internal departments, demonstrating leadership to maintain credibility, trust and support.
Maintain confidentiality on all business matters and work independently on special assignments.
Participate in regular departmental meetings and training and development sessions as directed.
QUALIFICATIONS & EXPERIENCE
Bachelor's degree or equivalent experience
High level of professionalism with proven experience (7+ years) supporting a C-suite or senior executive in a fast-paced environment
Proficient in Microsoft office (Outlook, Word, Excel, PowerPoint, One drive, CoPilot and Teams), Zoom, Concur, LinkedIn Learning
Develop a high level of knowledge in navigating our internal Customer Relationship Management system (FieldTech)
Exceptional organizational skills and attention to detail
Excellent communication (verbal and written) and interpersonal abilities
Strong judgment and discretion with sensitive information and stakeholder relationships
Motivated self-started with demonstrated ability to problem-solve, manage competing priorities, anticipate needs without being asked
Highly flexible due to nature of working in a fast-paced corporate environment
Team-oriented and collaborative, with the ability to work independently
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 $100,000 - $140,000. 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.
2582854
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., 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. NFP is a multiple Best Places to Work award winner in Business Insurance. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Position Summary & Overall Purpose
Exciting opportunity to support 2 senior executives at a thriving wealth management and insurance services firm. An ambitious and highly professional Executive Assistant is needed to provide a range of administrative support. The ideal candidate will have a background in financial services or insurance. This role will office out of both Stamford, CT and New York, NY.
KEY RESPONSIBILITIES
Complex daily calendar management
Coordinate calendars by forecasting commitments and identifying potential scheduling conflicts. Demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on sensitive matters and/or last-minute changes.
Send and manage meeting invitations, confirm participants, and adjust schedules as priorities shift
Meeting management
Plan and prepare for key meetings by crafting agendas and coordinating logistics.
Reserve and manage conference rooms.
Draft emails and other business communications on the executives' behalf.
Responsible for greeting external meeting attendees, fielding phone calls, reviewing incoming mail.
Travel & logistics/Expense Management
Arrange domestic and international travel using Concur - including flights, car service, hotels, and dining reservations. Develop itineraries/agendas and book meeting accommodations.
Track expenses and prepare expense reports regularly in Concur to ensure timely reimbursement.
Events
Support coordination of in-office and offsite team events, leadership meetings, and executive-sponsored gatherings. Work with event coordinator and other EAs.
Assist in managing logistics including venue, catering, materials, and attendee communications
For certain events serve as the point of contact for event vendors and internal partners during planning and execution
Additional Support
Working alongside the executive to manage special projects and ad-hoc requests.
Work closely with the EA to the COO, EA to the Chief Strategy Officer, and the Executive Leadership Team to provide unified support.
Provide a bridge for smooth, accurate communication between the executives' office and internal departments, demonstrating leadership to maintain credibility, trust and support.
Maintain confidentiality on all business matters and work independently on special assignments.
Participate in regular departmental meetings and training and development sessions as directed.
QUALIFICATIONS & EXPERIENCE
Bachelor's degree or equivalent experience
High level of professionalism with proven experience (7+ years) supporting a C-suite or senior executive in a fast-paced environment
Proficient in Microsoft office (Outlook, Word, Excel, PowerPoint, One drive, CoPilot and Teams), Zoom, Concur, LinkedIn Learning
Develop a high level of knowledge in navigating our internal Customer Relationship Management system (FieldTech)
Exceptional organizational skills and attention to detail
Excellent communication (verbal and written) and interpersonal abilities
Strong judgment and discretion with sensitive information and stakeholder relationships
Motivated self-started with demonstrated ability to problem-solve, manage competing priorities, anticipate needs without being asked
Highly flexible due to nature of working in a fast-paced corporate environment
Team-oriented and collaborative, with the ability to work independently
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 $100,000 - $140,000. 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.
