[Skip to main content](#main-content)

[ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/)

Aon · Plymouth, Minnesota

# Operations Specialist - Wealth Management

Plymouth, Minnesota Hybrid Full-time $65,000-$80,000 Executive & Management 

Listed on Aon’s official careers site. Posted October 27, 2026. Check that it is still open and apply there.
[Apply on Aon’s careers site →](https://nfpus-careers-aon.icims.com/jobs/109601/login)

[OpenNash Jobs](https://jobs.opennash.com/) / [Aon](https://jobs.opennash.com/companies/aon/) / Operations Specialist - Wealth Management

## Job description

### Posting Description Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

### To learn more, please visit

[https://www.NFP.com](https://www.NFP.com). If local to Plymouth, MN this is will be a hybrid role. Considering fully remote as well, must be able to work PST, MST or CST hours.

### Essential duties and responsibilities

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Other duties may be assigned as the need arises. Executive and Administrative Support Provide day-to-day support to the Wealth Management leadership team. Manage calendars, coordinate travel, coordinate meetings, and assist with scheduling across internal and external collaborators. Prepare, submit, reconcile, and track expense reports and supporting documentation.

Organize and maintain electronic files, records, templates, contact lists, and reference materials. Prepare correspondence, presentations, reports, and other business materials. Handle confidential and sensitive information with discretion and professionalism. Meeting and Communication Coordination Coordinate leadership meetings, team meetings, advisor training sessions, business reviews, conferences, and special events.

Prepare and distribute agendas, meeting materials, presentations, and follow-up communications. Record meeting notes, action items, decisions, and deadlines while keeping follow-up tracking updated. Coordinate event logistics, registrations, travel arrangements, meeting space requirements, and attendee communications. Operational Support Support day-to-day Wealth Management business operations and initiatives. Assist with advisor onboarding, transitions, offboarding activities, and related coordination efforts.

Coordinate system access requests, user maintenance, and operational support activities. Maintain operational procedures, workflows, resource materials, and team documentation. Support vendor management, invoice coordination, purchasing requests, and related business processes. Project & Business Coordination Provide coordination support for projects, central initiatives, and business priorities. Monitor deliverables and deadlines and actively follow up on pending tasks and commitments.

Gather, organize, and summarize information needed for leadership meetings, reporting, and business decisions. Communications & Reporting Support Assist with drafting, formatting, and distributing internal communications. Prepare presentations, leadership materials, reports, and business updates. Coordinate information and materials among advisors, leadership, and internal business partners. Support reporting initiatives, data gathering, metrics tracking, and recurring business reviews.

Ensure communications and materials are accurate, professional, and delivered on schedule.

### Knowledge, skills, and/or abilities

Exceptional organizational and time management skills. Strong attention to detail and commitment to accuracy. Ability to manage multiple projects and deadlines simultaneously. Strong written and verbal communication skills. Excellent follow-through and problem-solving abilities. Ability to work independently and make well-informed decisions. Professional demeanor and capability to collaborate effectively with advisors, leadership, vendors, and internal business partners.

Strong customer-service attitude and collaborative approach. Advanced skills in Microsoft Outlook, Teams, Word, Excel, PowerPoint, and associated business software. Ability to adapt quickly in a fast-paced and evolving business environment.

### Education and/or experience

Associate's or bachelor's degree preferred, or an equivalent combination of education and relevant professional experience. 3-5 years of experience in executive support, administrative operations, business operations, project coordination, or a related role. Experience in Wealth Management, financial services, or another professional-services environment preferred. Experience supporting senior leaders, senior executives, or a leadership team preferred.

### What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture emphasizes building and nurturing lifelong relationships with our employees because our purpose is to support others. The base salary range for this position is $65,000-$80,000. The salary offered will depend on factors such as experience, credentials, education, certifications, required skill level, position scope, and geographic location.

Each salary is determined individually. Additionally, this position may qualify for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. 2590077

## At a glance
- Posted by the employer: Oct 27, 2026
- First seen by OpenNash: Nov 1, 2026
- Last checked: Nov 1, 2026
- Listed for: 5 days
- Location: Plymouth, Minnesota
- Work arrangement: Hybrid
- Employment type: Full-time
- Pay: $65,000-$80,000[Apply on Aon’s careers site →](https://nfpus-careers-aon.icims.com/jobs/109601/login)

## Hiring at Aon
- Open jobs: 1,071
- New in the last 7 days: 137
- Tracked since: Jul 16, 2026

[All Aon jobs](https://jobs.opennash.com/companies/aon/) · [Weekly hiring report](/reports/hiring/)

## More jobs at Aon

### [(Senior) Mandatsleiter:in LLSME (80–100%)](https://jobs.opennash.com/companies/aon/jobs/9910c8f64ff5756a9b39/)

Zurich, Switzerland

### [(Sr.) Manager - Strategic Risk Solutions](https://jobs.opennash.com/companies/aon/jobs/9f5d0287c18f55aaab17/)

Taipei, Taiwan

### [2027 Wealth Management Intern - Annapolis, MD](https://jobs.opennash.com/companies/aon/jobs/e8eddf826240b38c5a06/)

Annapolis, Maryland

### [2027 Wealth Management Intern - Beachwood, OH](https://jobs.opennash.com/companies/aon/jobs/9938999423ac159094dc/)

Beachwood, Ohio

### [2027 Wealth Management Intern - Fulton, MD](https://jobs.opennash.com/companies/aon/jobs/68c6f02de860ac9db3ed/)

Fulton, Maryland

## Similar jobs at other companies

### [Asset & Wealth Management Operations - Senior Auditor](https://jobs.opennash.com/companies/jpmorganchase/jobs/17b802750ed942205db8/)

JPMorganChase · Jersey City, NJ, United States

### [J.P. Morgan Wealth Management - Branch Operations Support Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/9ea4ed4f01e4b2eed2f4/)

JPMorganChase · New York, NY, United States

### [Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Miami/West Palm Beach](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/86d862545691eff141c2/)

Goldman Sachs Group · Miami, United States

### [Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - San Francisco](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/dd3220c43936094a31a6/)

Goldman Sachs Group · San Francisco, United States

### [Wealth Management Associate - FL, Jacksonville (5267)](https://jobs.opennash.com/companies/equitable-holdings/jobs/96b6c52a104156c905c0/)

Equitable Holdings · UNITED STATES-FL-Jacksonville

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

[ OpenNash ](https://opennash.com/)

AI-native services firm that builds custom software and 24/7 AI agents.

OpenNash Jobs is an OpenNash Applied AI project.
[Book time with OpenNash](https://calendly.com/opennash/new-meeting?hide_gdpr_banner=1)

Jobs
- [Search jobs](https://jobs.opennash.com/search/)
- [Companies](https://jobs.opennash.com/explore/)
- [Hiring report](https://jobs.opennash.com/reports/hiring/)
- [AI assistants](https://jobs.opennash.com/connect/)
- [How it works](https://jobs.opennash.com/methodology/)

OpenNash
- [opennash.com](https://opennash.com/)
- [Services](https://opennash.com/ai-agent-consulting/)
- [OpenNash CX](https://opennash.com/cx/)
- [AI Tools](https://opennash.com/ai-tools/)
- [Blog](https://opennash.com/blog/)
- [About](https://opennash.com/about/)

Contact
- [hello@opennash.com](mailto:hello@opennash.com)

- [LinkedIn](https://www.linkedin.com/company/opennash)

- [Support](https://jobs.opennash.com/support/)

- [Privacy](https://jobs.opennash.com/privacy/)

- [Terms](https://jobs.opennash.com/terms/)

© 2026 OpenNash, Inc. Company names and public job postings belong to their respective owners. Employers control source availability and application decisions.