Wealth Management Executive Support & Ops Specialist

NFP, an Aon company; Minneapolis (MN); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Discount programs

Job summary

NFP, an Aon company, is seeking an Executive/Administrative Support professional in the Minneapolis area to assist the Wealth Management leadership team. The role is hybrid if local to Plymouth, MN, with potential for fully remote work, requiring ability to align with PST/MST/CST hours.

Responsibilities include managing calendars, travel, expenses, and communications; coordinating meetings and events; and supporting day-to-day business operations and reporting initiatives.

Qualifications

• Associate’s or Bachelor’s degree preferred or equivalent experience.
• 3–5 years of experience in executive support, administrative operations, project coordination, or related role.
• Experience in Wealth Management, financial services, or professional services preferred.
• Experience supporting senior leaders, executives, or leadership teams preferred.

Responsibilities

• Provide day-to-day support to Wealth Management leadership. Manage calendars, travel, meetings and scheduling for internal/external collaborators.
• Prepare, submit, reconcile, and track expense reports and supporting documentation. Organize files, references and materials.
• Coordinate leadership meetings, agendas, materials, and follow-up communications; record notes and track deadlines.

Skills

MS Outlook

MS Teams

MS Word

MS Excel

PowerPoint

Business software

Education

Associate or Bachelor’s degree

Job description

NFP, an Aon company, is seeking an Executive/Administrative Support professional in the Minneapolis area to assist the Wealth Management leadership team. The role is hybrid if local to Plymouth, MN, with potential for fully remote work, requiring ability to align with PST/MST/CST hours.

Responsibilities include managing calendars, travel, expenses, and communications; coordinating meetings and events; and supporting day-to-day business operations and reporting initiatives.