Northwestern Mutual - Denver

Compensation

Full Description

Executive & Personal Assistant Location: Greenwood Village, CO — Hybrid (on-site as required) Employment type: Full‑time Overall Functions: The Assistant to Principal will provide high-level personal, administrative, and client-support services to a Principal at Meadows Wealth Group. The role improves the Principal’s efficiency by managing calendar and communications, coordinating routine client tasks, and ensuring consistent follow-through across personal and business responsibilities. This position requires discretion, strong organization, and excellent follow-through. Key Responsibilities (may include but are not limited to): Personal & Executive Support • Manage and maintain the Principal’s calendar: schedule, reschedule, and follow-up appointments; prevent conflicts and follow up on outstanding items. • Manage the Principal’s inbox and telephone correspondence; assess messages, draft or send responses as directed, and/or direct to appropriate team member. • Track, follow up and complete personal and professional to-do items to ensure deadlines and commitments are met. • Coordinate personal administrative tasks (appointments, errands, travel bookings, expense tracking) with discretion. • Prepare meeting materials, print proposals, and assemble client files as directed. Client Support & Coordination • Handle routine client communications: initial outreach, reminders, follow-ups, and status updates. • Monitor the Client Activity Report (CAR) and complete required follow-up tasks (late payments, document uploads, missing signatures). • Process incoming non-securities client service requests (address/bank changes, loan requests, ISA inquiries) or route to the appropriate team member. • Confirm receipt of forms and contact clients for return of completed documents. • File statements, account forms, and other insurance/investment related materials; coordinate seminar/event registrations and materials. Administrative & Compliance • Maintain accurate client case notes and client case files. • Communicate with home office, Northwestern Mutual Investment Services (NMIS), and fund families to obtain or supply requested information. • Execute routine team administrative tasks and support other team members as needed. • Adhere to company policies and regulatory/compliance requirements when handling client information. Qualifications: • 2+ years administrative support, personal assistant, or customer service experience (finance/wealth-management experience preferred). • Strong organizational, time-management, and multitasking skills with exceptional attention to detail. • Professional written and verbal communication skills; comfortable communicating with clients and external partners. • High level of discretion and confidentiality when handling personal and business matters. • Proficient with Microsoft Office; experience with CRM systems or similar platforms is a plus. • Demonstrated reliability, accountability, and ability to work in a fast-paced team environment. Compensation & Benefits: • Salary: $55,000 – $70,000 per year, depending on experience. • Subsidized medical, dental, and vision insurance. • Employer‑paid long‑term disability insurance. • Retirement plan with employer match. • Paid time off and holidays. Additional Notes: • Background check and eligibility to work in the U.S. required. • Meadows Wealth Group is an Equal Opportunity Employer. We welcome candidates from diverse backgrounds. 3UQtlyLAN7