Office Administrator

OFFIC014179_1Who We AreLenox 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.Responsible for all the Sales Administrative and operational activities performed in the Office. Coordinates the On-Boarding, Off-boarding of the Relationship Managers and Client Service Associates as well as supports the Regional Admin Manager in providing training to the new Relationship Managers and Client Service Associates.Sales Management Support Strategic partner of Sales Management teamAssists Sales Management team with sending Relationship Managers relevant notifications, based on unit needsMaintains / Coordinates Sales Managers CalendarProvides administrative and operation support to Sales ManagerAssist with scheduling of all meetings for office, including the logistics and zoom set upManages the agenda for all team operational meetingsAssist with the travel arrangements and reimbursement process for all travel and other office expenses through ConcurRM Recruiting Support (back up for all regions)Assist with sourcing of candidates through Linked In and other vendors to increase the number of recruits being considered for each core classEnters new recruits into MOSAICCoordinates, schedules and confirms meetings and reserves conference rooms for Sales Manager’s recruit meetingsCreates Recruit Meeting agendas/coordinationAssists Sales Manager in the tracking and any follow up in the recruiting processAssists with updating and maintaining recruit tracking sheet updatesPrepares recruiting packages for first interviews and manages file throughout the processGreets and welcomes all RecruitsDistributes and orders any pre-hire testing such as the HoganRM/CSA/SM Onboarding and Off-boardingCoordinates Relationship Manager, Client Service, Sales Manager onboarding and offboarding tasksHandles the creation of all the development tasks for the new Relationship Manager, Client Service, Sales ManagerAssists with first day desk setup for new hiresAssists with tagging records with Schedule A attribute during Relationship Manager onboardingAssists Regional Administrative Manager in the client transition processRM/CSA TrainingSchedules and coordinates training classes and Lunch and Learns in alignment with National training calendar. Inclusive of reserving conference room, ordering lunch, and making sure all materials are ready in the regionCreates sales/ training presentationsAssists with foundation training such as MOSAIC, Fieldnet, Intranet training as well as provides Company Overview, Computer Systems Overview, General Office Overview, Marketing Overview for new hireOperational EffectivenessServes as a MOSAIC/Technology champion for Relationship Managers and Client Service AssociatesFollows processes for Duplicate Resolution and Data Consistency in MOSAICAssists the data feed team for maintain data consistency as it relates to carrier data feedsOffice AdministrationAssists with all Sales Event Planning (i.e. Relationship Manager Happy Hour, Induction School Lunches RM Lunch & Learns, dinners)Handles all regional event planning for Sales Management team (i.e. holiday party (outside of NY/CT), dinners, happy hours, food ordering for Sales related meetings)Provides support to Lenox Partners and visiting staff/Relationship Managers when they are in the office (printing, tech support, mailing, etc.)Communicates Departmental messages to Relationship Managers and within the office as directed by Regional Administrative ManagerAssists with Technology Initiatives, Projects and ConversionsFront line Resource for Relationship Managers and Client Service AssociatesProvides Relationship Manager and client notary servicesRegional Office SpecificAnswers main line for phones, identifying client’s wants and needs, and professionally and promptly announces callerGreets and welcomes all guests and announces visitors promptly to appropriate producer or staff member and maintains a neat and orderly reception areaManages conference room reservations and registers all office visitors with building securityCoordinates with all external facility vendors (cable, internet, etc.) for maintenance and serviceMaintains and orders all office supplies, kitchen supplies & equipment, coffee, copy paper and stationary through approved vendors, ensuring that a supply of basic items is always on handMaintains work area, conference rooms and A/V equipment, including voicemails and switchboard greetingsMonitors and organizes marketing closet and materials. Keeps marketing pantry and reception area up to date with marketing materialsScreens all incoming mail for checks and complaints, then sorts all mail and prepares overnight mail packages for delivery and coordinates delivery with service providers and/or messengers as appropriateHandles building issues, maintenance, telecommunications and securityActs as the technology liaison for all onsite technology implementations and issues with guidance and support from Corporate IT teamHandles general office operations and procedures i.e. Relationship Manager filing systems, database management, and other servicesWe’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 OfferWe'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 $46,000.00 – $69,000.00. 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.