Administrative Assistant

Who We Are:

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.

Judith Heft & Associates (JHA) provides customized Financial & Lifestyle Concierge Services for high-net worth individuals to manage their daily affairs and longer-term personal needs. We offer a unique blend of services and take a holistic approach to ease stress and allow our clients to focus on critical business strategies and personal matters. Our team possesses extensive knowledge of real estate, legal and lifestyle concierge services to support a wide range of needs, from high-end relocations and home renovations to elder-care options and medical visits.

We are expanding and seeking qualified, high-energy, enthusiastic candidates to join our growing team. If you are a patient, self-motivated professional who loves helping all types of people, we want to talk to you! To learn more about Judith Heft & Associates, please visit www.judithheft.com.

Summary:

We are looking for an Administrative Assistant to help support our leadership team and remote bookkeepers. This is currently a remote position but may require being in office full time in the future. 

Responsibilities:

• Providing support to the Leadership team, Account Managers and clients.
• Sorting and preparing mail for distribution, including scanning and sending to remote Account Managers.
• Distributing contracts and ensuring timely delivery to relevant parties.
• Coordinating and scheduling in-person and virtual meetings via Zoom and Teams.
• Managing and maintaining calendar appointments and schedules.
• Organizing and maintaining filing systems.
• Creating professional correspondence.
• Organizing and coordinating company events, both on-site and virtual.
• Preparing and generating detailed reports.
• Managing inventory and ordering office supplies.
• Overseeing company cell phone usage for Multifactor Authentication processes.
• Handling bank deposits and ensuring accurate processing of financial transactions.

Qualifications:

• Proficiency in Microsoft Office- Word and Excel.
• Prior experience with a small company or family office a plus.
• Excellent verbal and written communication.
• Demonstrated ability to communicate professionally and efficiently over the phone.
• Must be organized, detail-oriented and able to manage and prioritize.
• Demonstrates a commitment to accuracy by delivering high quality.
• Collaborative and able to work effectively with.
• A self-starter, results-oriented, solution focused with strong decision-making skills.

Diversity, Equity, Inclusion, and Belonging:

We are committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various form