Temporary Wealth Coordinator

NFP Corp.

Location: Charlotte, North Carolina

Job Type: Full time


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 7,000 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.

Summary of Role:

Basic Function: This is a part time temporary Intern position. Individual provides administrative and project management support to the Wealth Group. General knowledge of wealth management.

Principal accountabilities:

Essential Core Duties and Responsibilities

  • Compilation and production of client meeting materials
  • Support Sales/Marketing needs relating to presentations and RFPs
  • Maintain internal files and databases with all client data
  • Maintain business level data for management
  • Assist with special projects as needed
  • Attendance at weekly internal meetings, planning sessions and NFP-Sponsored events

Desired Skills

  • Well Organized and client focused; able to anticipate client needs
  • Detail oriented
  • Able to manage multiple deadlines and deliverables
  • Excellent communication skills
  • Innovative and engaging with management to seek out process improvements
  • Proficient in Excel and Microsoft Word
  • Proficient in Adobe Acrobat
  • Understanding MS Outlook, Salesforce and internet navigation

Desired Qualifications: Bachelor’s degree preferred. 2+ experience with finance and/or accounting or related field.

Licensing/Certifications: N/A

Working Conditions: Will work in a climate controlled office environment.

Physical Demand: Ability to sit at a computer for a long period of time as well in office. Duties require standing, walking, talking, sitting, and hearing.

Supervisory Responsibilities: n/a

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.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.