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Office Coordinator

Company: National Financial Partners Corp.
Location: Palo Alto
Posted on: June 6, 2021

Job Description:

Who We Are

Financial Architects Partners is a highly specialized life insurance firm focusing on generational wealth preservation for super affluent clients and their families. With office locations in Boston, Providence, Palo Alto, Los Angeles, New York, and West Palm Beach we serve a national and international clientele. Each year we manage some of the nation's largest trust owned life insurance implementations, which are often referred by other brokers who rely on our ideas, execution, and back office capabilities to build a truly diversified and optimized portfolio.

The Role

Ideal candidates will have strong attention to detail, effective communication skills, and will be highly organized. This is a great opportunity for someone who is eager to learn and contribute in a dynamic environment. This position will be responsible for handling office management and reception duties as well as assisting with client-related research and scheduling.

Essential Duties and Responsibilities

Office Management

Manages reception area, including routing of incoming calls, mail communications, and general support for visitors.

  • Serves as the point person for vendor maintenance, purchasing office needs/supplies, office equipment, and general office errands.
  • Coordinates guest visits, including office food orders/delivery.
  • Organizes agency-wide functions, including staff activities and client events.
  • Handles overall firm clerical and administrative duties, as needed.
  • Handles special projects for team, as needed

Sales & Marketing Support

  • Assists with maintaining CRM
  • Runs reports to monitor sales and marketing activity
  • Supports communication between sales and operations
  • Assists team members with scheduling, printing, meeting preparation, etc, as needed
  • Manages meeting follow ups, notes, etc.
  • Contributes to event planning
  • Conducts background research on prospects
  • Maintains relationships with industry contacts
  • Understand and assist with carrier relationships

Knowledge, Skills, and/or Abilities

  • Minimum 2 years of experience in professional office setting
  • Desire to work in a fast-paced environment with flexibility in duties and responsibilities
  • Proficiency in processing large amounts of information on an ongoing basis
  • Exceptional attention to detail and time management skills
  • Strong aptitude for organization and active management of shifting priorities
  • Effective verbal and written communication
  • Ability to work on projects with a team or on an individual basis
  • Proficiency in PC, Microsoft Office Suite and the ability to learn software/technology quickly

Education and/or Experience

  • High school graduate or an equivalent required, college preferred.

Certificates, Licenses, Registration: None required

Keywords: National Financial Partners Corp., Palo Alto , Office Coordinator, Other , Palo Alto, California

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