Wealth Operations Assistant Intern (Summer 2024)

Who We Are

NFP is a seven-time 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’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.

This is a hybrid position with in-office flexibility 2-3 days a week.

Summary: This position is a shared resource between NFP’s South Jordan Operations Group and will report to the Vice President of Operations & Compliance.

Essential Duties and Responsibilities

• Learn to build relationships with clients over the phone, in-person, and through email
• Receive inbound calls from clients, providing high level of service and accuracy for requests and questions
• Reach out to clients periodically to give account and market updates
• Keep detailed notes on assigned tasks and projects on CRM
• Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion
• Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to gather signatures, and walking clients through their new accounts
• Assist with daily compliance tasks and reporting
• Prepare financial reports and paperwork for scheduled appointments
• Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews
• Run audits to ensure clients are compliant with tax requirements
• Assist administrative staff and financial advisers with projects as requested
• Conduct and present 401k fund research and analysis to plan participants
• Work with outside fund and annuity companies to service client accounts
• Coordinate between business partners and professional contacts

System Usage

• Redtail: Client CRM and Compliance Tracking
• Orion: Client reporting and financial tracking
• Right Capital: Financial Planning and Modeling
• SalesForce: Corporate and Group Benefits, Wealth & Retirement revenue
• AvidExchange: Accounts Payable
• Concur Solutions: Employee reimbursement

Knowledge, Skills and/or Abilities

• Financial statement analysis
• Financial modeling skills
• Working knowledge of full Microsoft Office suite with emphasis in Excel
• Strong written communication skills, preparation of business memorandums
• Good interpersonal skills
• Problem-solving skills
• Ability to work independently and be self-driven, with ability to identify, plan and prioritize business opportunities

Education and/or Experience

• Rising senior of a four-year university preferred
• Demonstrated leadership experience in college, community, internship, or co-op experience

NFP and You... Better together!

 

NFP is an inclusive Equal Employment Opportunity employer.