Description
Northwestern Mutual - Twin Cities is a rapidly growing, integrated financial services firm with over 450 advisors and associates throughout the Twin Cities and western Wisconsin. As one of the top Northwestern Mutual offices in the country we proudly represent the 165-year tradition of Northwestern Mutual, which has recently been recognized as one of the largest and fastest growing Broker/Dealers in the industry. The rapid growth of our firm brings an opportunity to join one of Northwestern Mutual’s premier offices as an Administrative Assistant. If you are an individual who possess great people skills, works independently, has a passion for learning, exceptional knowledge of Word and Excel, are highly organized and detail oriented, and interested in being a part of an amazing culture, please submit your resume and apply below.
The following responsibilities are some of the day to day operations of this fulfilling position:
• Work with team and clients to manage all client service needs
• Maintain accurate client records
• Prepare advisor for each meeting
• Maintain and update advisor website
• Assist with marketing materials
• Evaluate team efficiencies
• Document and track all client contact
• Consult with Home Office on complex transactions
• Handle a high volume of correspondence
• Manage all calendar needs
• Strong computer, keyboarding and Microsoft Office skills
Qualifications - Required:
• Excellent interpersonal skills
• High degree of organizational skills
• Excellent written and oral communication skills
• Ability to maintain a high degree of confidentiality
Qualifications - Recommended:
• Hold an active Life, Accident & Health license
• A Bachelor's degree
Administrative Assistant (SET) Edina
The growth of our financial firm is exciting, and with that growth comes multiple Administrative Assistant opportunities in our Edina Office. If you are an individual who possess great people skills, works independently, has a passion for learning, exceptional knowledge of Word and Excel, are highly organized and detail oriented, and interested in being a part of an amazing culture this could be the right role for you.
The following responsibilities are some of the day to day operations of this fulfilling position:
• Manage client on boarding paperwork and work flow
• Effectively communicate with the team, prioritizing time sensitive tasks
• Monitor multiple systems to ensure a successful, compliant, and serviceorientated client experience
• Assist team in staying compliant with industry regulations and company policies by maintaining proper client file documentation
• Manage high volume of correspondence
Qualifications – Required
• Proficient in MS Word, Excel and other business tools and technologies
• Ability to work with a high degree of accuracy in handling detailed work
• Strong organizational and time management skills
• Ability to set priorities and meet deadlines
• Ability to adapt to change, and identify process improvements
• Ability to maintain a high degree of confidentiality
• Excellent interpersonal skills
• Excellent written and oral communication skills
Qualifications - Recommended:
• Hold an active Life, Accident & Health license
• A bachelor's degree
Administrative Assistant (SET) - EDIT
The growth of our financial firm is exciting, and with that growth comes multiple Administrative Assistant opportunities in our Mendota Heights Network Office. If you are an individual who possess great people skills, works independently, has a passion for learning, exceptional knowledge of Word and Excel, are highly organized and detail oriented, and interested in being a part of an amazing culture, please submit your resume and apply below.
The following responsibilities are some of the day to day operations of this fulfilling position:
• Work with team and clients to manage all client service needs
• Maintain accurate client records
• Prepare advisor for each meeting
• Maintain and update advisor website
• Assist with marketing materials
• Evaluate team efficiencies
• Document and track all client contact
• Consult with Home Office on complex transactions
• Handle a high volume of correspondence
• Manage all calendar needs
• Strong computer, keyboarding and Microsoft Office skills
Qualifications - Required:
• Excellent interpersonal skills
• High degree of organizational skills
• Excellent written and oral communication skills
• Ability to maintain a high degree of confidentiality
Qualifications - Recommended:
• Hold an active Life, Accident & Health license
• A Bachelor's degree