Northwestern Mutual

Compensation

Full Description

Office Administrative Assistant & Representative Support Associate Reception • Complete opening/closing procedures • Greet clients as they enter the office • Notify representative of their arrival • Provide with refreshments as requested • Answer primary phone line, forwarding call to appropriate representative and/or forward message to representative • Maintain stock of office supplies, break room refreshments, etc. • Process daily incoming/outgoing mail, checks, policies, etc. • Manage in-suite conference room reservations • Submit & manage building service requests Representative Support Associate • Client management • Creating/updating client records and files • Processing client contact & demographic information changes • Processing case documentation as received from Representatives • Create draft of financial plan • Ensure representative has thoroughly documented client interactions • Pre-fill and send applications • Submit paramedical requests • Draft correspondence letters • Case Prep • Prepare required documents for client meetings • Correspond with our home office resources to confirm required action steps, etc. Expectations/Job Requirements • Pass an SEC background check and fingerprinting • Obtain Life & Health Insurance license within first 3 months (Employer paid training and testing) • Obtain Securities license within first 15 months (Employer paid training and testing) • Must have Bachelor's Degree Benefits: • Paid Time Off • Medical/Dental/Vision benefits available • Matching retirement contributions • Employer paid group insurance • 1x Salary LI • 60% LTD • Access to The American College of Finance for continuing education Job Type: Full-time, Monday-Friday Schedule: 8 hour shift Pay: $45,000.00+ per year Work Location: In person