Operations Specialist - Lafayette, CA
Location: US, CA, Lafayette
Employment type: Full-time
Required experience: Associate
Required education: Unspecified
Industry: Insurance
Function: Data Analyst
Company profile: NFP is a leader in the delivery of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. Our leading, independent broker/dealer offers a wide range of choices from some of the nation’s top investment companies. NFP operates and reports in three segments that provide diverse products and services to corporate and high net worth individual clients: the Corporate Client Group, the Individual Client Group and the Advisor Services Group.*Our advisors partner with clients to help provide them with comprehensive solutions, backed by NFP’s open architecture approach, national scale and resources. NFP is focused on optimizing cross-selling opportunities and building recurring revenue, and diversification, ensuring the company is well-positioned for long-term growth.*NFP Advisor Services Group is a business segment of National Financial Partners Corp. (NFP) that includes NFP subsidiaries NFP Securities, Inc., member FINRA/SIPC, and NFP IndeSuite, Inc.
Description: This position is based in Lafayette, CA 94549.DESCRIPTIONThe Operations Specialist will provide general operational support to all firm members.KEY RESPONSIBILITIESProvide CRM data management support, including:Work with senior management to ensure key functionalities are understoodProvide systems training and support to usersEnsure data is correct and up to date across Accounts, Contacts, Opportunities, etc.Generate reports for business unitsLeverage Excel and Business Intelligence tools to generate analysesAssist with integration of new hires and newly acquired firmsCoordinate with the NFP Corporate operational team to ensure timely access and transition to operational systems and processesProvide project management in working with NFP Marketing team to obtain branded materials such as business cards, letterhead, etc.Other duties as assigned
Requirements: KNOWLEDGEAt least 2 or more years of experience working closely with the #URL_8d92932a488fb7e172d73a0f6813d06d464f1f03705d2825f86b2c7947d60a86# platformKnowledge of Microsoft Software (Windows and Office Products) with high level proficiency in Microsoft Excel, Word and PowerPointB.A. or B.S. Degree preferredSKILLSAbility to take ownership of the assigned responsibilities with minimal supervisionExcellent oral and written communication skillsMeticulous and dedicated attention to detailAbility to work quickly and efficiently while maintaining accuracyHighly organized with the ability to prioritize and get things doneStrong analytical and problem solving skills IDEAL CHARACTERISTICSCustomer service orientationTechnical aptitude with strong attention to detailTeam player that contributes to the firm’s overall success PHYSICAL DEMANDS:Ability to sit at a computer for a long period of time.Standing, walking periodically throughout the work day.Sitting and communicating with others up to 8 hours per day. WORKING CONDITIONS:Climate-controlled office environment. Note: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Benefits: NFP offers a comprehensive benefits package to all our full-time employees, including medical, prescription, dental and vision insurance, health care flexible spending accounts and health savings accounts. We also offer life insurance, short- and long- term disability, a 401(k) plan, paid time off, and education assistance program and many other benefits.  For more information about who we are and what we do, please visit us at #URL_c47134e72b83c6c9815ca6ec3f017905c8e4de8d6b9674e57c6c6f316c1f4530#.
Fraudulent: 0