Wealth Management Support Associate

2 months ago

Minneapolis, Minnesota, United States NFP Full time

About Us:


NFP, an Aon Company, is recognized as a multi-year Best Places to Work award recipient in Business Insurance and has also been honored with the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine, along with the WORK180 employer endorsement.

We are a team of consultative advisors dedicated to solving problems.

Our mission is to assist organizations and individuals worldwide in navigating their most pressing risks, workforce needs, wealth management, and retirement challenges through tailored solutions and a people-centric approach.


Position Overview:


This role is primarily focused on delivering administrative assistance to the Wealth Management team while ensuring outstanding customer service for both existing and prospective clients.


Key Responsibilities:

  • Facilitate the processing of new client accounts, distributions, and various financial transactions.
  • Address daily inquiries from clients.
  • Work collaboratively with fellow Client Service team members to deliver exceptional service to current and potential clients.
  • Maintain, update, and organize client records.
  • Execute administrative tasks and track client data utilizing a Customer Relationship Management system.
  • Provide the Wealth Management Team with updates on account openings and asset transfer progress.
  • Generate account maintenance reports on a monthly or quarterly basis.
  • Assist in scheduling and preparing for annual client meetings.
  • Support other Wealth Management team members as needed.
  • Build and maintain trusted relationships with clients, advisors, and vendors.
  • Complete follow-up tasks post-meetings, including scheduling asset transfers and gathering necessary documentation.
  • Collaborate with Wealth Managers on account inquiries, service requests, and other related matters.
  • Ensure compliance with Required Minimum Distributions for clients.
  • Engage in industry meetings and educational opportunities for ongoing professional development and potential industry certifications.
  • Participate in special projects or assignments as required, collaborating with partners to address complex issues.

Required Skills and Qualifications:

  • Strong oral, written, and interpersonal communication abilities.
  • Proficient in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.
  • Self-motivated with a commitment to quality, attention to detail, and accuracy.
  • Ability to manage multiple tasks and adapt to changing priorities in a dynamic environment.
  • Exceptional problem-solving capabilities.

Education and Experience:

  • High School diploma or equivalent.
  • Preferred: College degree.
  • Preferred: Experience in the financial services sector.

Certificates and Licenses:

  • No specific certifications required.

What We Provide:


NFP is proud to offer a competitive salary, paid time off, holidays, a 401(k) plan with matching contributions, exclusive discount programs, health and wellness initiatives, and more.

Our people-first culture emphasizes the importance of building and nurturing lasting relationships with our employees, as we exist to support others.


NFP and You... Better Together

NFP is an inclusive Equal Employment Opportunity employer.

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