Lenox - New Business & Advanced Planning Intern

NFP • New York, NY

20d • $20 - $27

About The Position

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, an Aon company, 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. Lenox is committed to fostering a people-centric workplace that helps you learn and grow as you prepare for life after college. The New Business & Advanced Planning Intern will spend 8 weeks supporting various administrative and project-based assignments, that are designed in providing essential business insights and hands-on experience.

Requirements

• Excellent verbal and written communication skills
• Client service mentality
• Attention to detail
• Positive attitude and team player
• High level of integrity and strict adherence to protecting confidential information
• Good organizational and planning skills
• Ability to manage time effectively
• Ability to effectively utilize Microsoft Word, Excel and PowerPoint 
• Rising senior of a four-year university preferred
• Demonstrated leadership experience in college, community, internship, etc

Responsibilities

• Operational and Process Support Collaborate with subject matter experts to understand end‑to‑end New Business and Advanced Planning workflows
• Support day‑to‑day operational tasks
• Identify opportunities for process improvement and suggest ideas to enhance efficiency.
• Research and Analysis Conduct basic research on industry trends, competitors, and best practices.
• Assist in analyzing data and preparing reports using Excel or other tools.
• Support subject matter experts in gathering information for decision-making.
• Administrative Support: Help schedule and coordinate meetings, prepare agendas, and capture notes or next steps
• Assist with general administrative tasks such as organizing and maintaining team documentation and files.
• Training and Onboarding Assistance Collaborate with subject matter experts to support training initiatives.
• Assist with development of training materials and resources.
• Help with research and outlining potential training formats such as pre-recorded and podcasting
• Communication and Team Collaboration: Collaborate with team members to ensure smooth communication and workflow.
• Assist in preparing internal communications and announcements.
• Support the operational team in preparing and conducting in-person and virtual team-building exercises.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed