(In-Office) Team Support Coordinator

Who We Are:

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. 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 8,000 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.

Job Summary:

The Team Support Coordinator provides a foundation to the San Francisco and Los Angeles sales leaders in an administrative capacity. This role will assist in areas of calendar management, meeting coordination, mail collection and dissemination, travel arrangements and office reception.

Job Accountabilities:

Job Duties

• Calendar Management

• Maintain and update sales leader calendars, ensuring accurate scheduling of appointments, meetings, and deadlines.

• Proactively anticipate scheduling needs and resolve conflicts in a timely and professional manner.

• Send meeting reminders and coordinate any necessary prep materials.

• Meeting Coordination

• Organize and prepare meeting logistics, including room reservations, technology setup, and required materials.

• Serve as the primary point of contact for internal and external meeting participants.

• Mail Collection & Dissemination

• Collect, sort, and distribute incoming mail and packages daily.

• Ensure timely delivery of outgoing mail and coordinate shipments with postal and courier services.

• Track sensitive or confidential correspondence as needed.

• Travel Arrangements

• Coordinate domestic and international travel, including flights, lodging, ground transportation, and itineraries.

• Prepare detailed travel packets and ensure compliance with company travel policies.

• Assist with expense reports and post‑travel documentation.

• Office Reception

• Greet and assist visitors, ensuring a professional and welcoming environment.

• Manage the main phone line, including directing calls and handling general inquiries.

• Maintain the reception area's cleanliness, organization, and readiness for guests.

• General Office Support

• Assist with ordering office supplies and monitoring inventory levels.

• Support onboarding tasks such as visitor badges, workspace setup, or meeting coordination.

• Perform additional administrative duties as assigned to support office operations.

Job Qualifications:

Required Knowledge

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Comfortable using scheduling tools and virtual meeting platforms (e.g., Teams, Zoom).
• Ability to learn new software systems quickly (CRM, travel tools, office management platforms).

Required Skills/Abilities

• Strong attention to detail and accuracy when managing schedules, travel, and documentation.
• Exceptional time‑management and ability to prioritize multiple tasks.
• Ability to handle sensitive information with discretion and confidentiality.
• Strong verbal and written communication skills.
• Ability to interact professionally with visitors, clients, and all levels of staff.
• Customer‑service mindset with a welcoming and polished demeanor.
• Proactive approach to anticipating needs and resolving scheduling conflicts.
• Ability to adapt quickly to shifting priorities.
• Resourceful and able to work independently with minimal direction.

Education

Experience

License Requirements

• High School Diploma or GED required
• College Degree Preferred
• 0-2 Years of Industry Experience

N / A

What We Offer:

NFP 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. The base salary range for this position is $59,000-65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.