Wealth Management Administrative Assistant at NFP in Westport, CT

Who We Are:

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary: The Wealth management Administrative Assistant performs a variety of sensitive and confidential administrative functions. This position includes responsibilities such as managing information, scheduling client meetings, answering incoming calls, and providing essential support to the office. Additionally, the Marketing & Administrative Assistant will assist with marketing campaigns in collaboration with the Marketing Team, help prioritize projects, and respond to marketing inquiries in a timely manner, as well as support event coordination efforts.

Essential Duties and Responsibilities:

Serve as a gatekeeper for management, understanding and prioritizing organizational needs.
Maintain complex and frequently changing calendar.
Arrange corporate travel, booking transportation, and arranging lodging and meeting accommodations.
Provide comprehensive administrative support to management.
Coordinate in-office meetings and conference calls; answer and screen incoming phone calls and place calls as directed.
Plan, organize, and manage company events to enhance employee engagement and company culture.
Collaborate closely with the Marketing Team to elevate brand awareness.
Assist with market research projects as needed.
Provide administrative support for day-to-day office operations.
Support new employee onboarding processes as needed.
Address personal matters as necessary.

Knowledge, Skills, and/or Abilities:

To perform this job successfully, must have the ability to interact diplomatically and professionally while maintaining a high level of confidentiality.
Being able to work independently and manage multiple tasks is important.
A well-organized and flexible approach will help in prioritizing tasks in a fast-paced environment.
Candidates should be comfortable managing various priorities, including calendar requests, to ensure meetings are appropriately scheduled.
Proficiency in Microsoft Outlook, Word, and PowerPoint, and Excel.
Reasonable accommodations may be made to support individuals with disabilities in performing the essential functions of the role.

Education and/or Experience:

Bachelor’s Degree in Marketing preferred, with 1-3 years of experience as a Marketing and Administrative Assistant, preferably in the Financial Services sector.

Certificates, Licenses, Registration:

None required.

Physical Demand:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

Diversity, Equity, Inclusion, and Belonging at Wealthspire:

Wealthspire is 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 forms. We're eager to learn about your unique talents and experiences.

What We Offer:

NFP, an Aon company, and Wealthspire Advisors is 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, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.