Receptionist

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.

Summary: As the Receptionist, you will be the face of NFP Wealth Advisors, responsible for leaving an invaluable first impression on all our clients and prospects. Your primary responsibilities will be to answer phones, schedule appointments, and greet clients. Between clients, you will assist our administrative team and advisers with both day-to-day responsibilities and one-of-a-kind projects, giving every task a white glove treatment. Professional, friendly, and detail-oriented, you will be a central part of our team’s success.

Essential Duties and Responsibilities:

The list of tasks below are intended to describe the general nature and level of work being performed by the employee assigned to do this job.  It is not intended to be an exhaustive list of all responsibilities and duties.  The Receptionist will be expected to perform other duties as assigned or required.

• Answer and direct phone calls
• Greet in-office clients
• Prepare, receive, and distribute mail
• Schedule and confirm client appointments and manage calendar
• Direct vendor and wholesaler inquiries
• Maintain inventory of office and breakroom supplies
• Assist with employee recognition and planning company events
• Design and order holiday cards, business cards, brochures, etc.
• Maintain a professional and pleasant office environment
• Document and update client records electronically
• Scan and organize files
• Generate and send tax forms to CPAs as requested
• Assist administrative staff and financial advisers with projects as requested
• Keep impeccable notes on assigned tasks and projects

Knowledge, Skills, and/or Abilities:

• Proficient with computers, Word, and Outlook
• Administrative or customer service experience
• Strong interpersonal skills
• Strong administrative skills
• Strong attention to detail
• Ability to multi-task, prioritize, and manage deadlines
• Ability to work with high level of confidentiality

Education and/or Experience: 

• High school diploma or equivalent

What We Offer:

We'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 $50,000 to $59,000.  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.