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 multi-year 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: . The Business Operations Associate will support the VP of Operations in executing tasks and initiatives that drive operational efficiency. We are seeking a motivated and detail-oriented Business Operations Associate. The role is for someone who is eager to learn, highly organized, passionate about improving business processes and has an analytical mindset. This is a full-time opportunity working a hybrid schedule from our NYC office. Operational Support:
- Assist in the development and implementation of operational processes and procedures
- Maintain accurate records and documentation related to business operations
- Coordinate and organize meetings, prepare agendas, and take detailed meeting minutes
- Assists and train staff with use of CRM
- Updates and redesigns department intranet page and posts
- Supports team information flow, i.e., collection, dissemination, and storage
- Coordinates logistics and planning for department team events
Process Improvement / Management:
- Provide recommendations for optimizing existing workflows and reducing operational bottlenecks
- Participate in process improvement initiatives aimed at enhancing operational efficiency
- Track project progress and manage timeline in Smartsheet
- Identify potential risks or issues and escalate them to the appropriate stakeholders
- Collaborate with team members to implement best practices across the organization
Data Analysis & Reporting:
- Collect, analyze, and report on operational data to identify trends and areas for improvement
- Assist in the preparation of reports, presentations, and dashboards for senior management
- Ensure data accuracy and integrity in all reports and documentation
Sales Support:
- Evaluate potential prospects and maintain up to date data records, while actively contributing to the refinement of our integrated selling process
Qualifications:
- 2+ years of experience in business operations, administration, or a similar role
Skills:
- Strong analytical skills with the ability to interpret data and provide actionable insights
- Excellent organizational and time management skills with attention to detail
- Technology Savvy and Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
- Effective communication skills, both written and verbal
- Basic knowledge of process improvement methodologies (e.g., Lean, Six Sigma)
- Experience with project management tools Smartsheet
- Active listening?
- Agility ability to adapt to shift in priorities
Behavior:
- Use 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
- Willingness to learn and accept feedback from others?
- Takes responsibility and accountability
- Demonstrate openness to new organizational structures, procedures, and technology
- Effectively contribute to the work of the team
What We Offer NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $63,000 $85,000. 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.