Sales Execution Team Assistant - Full-time / Part-time

Work in a dynamic office where your work is appreciated and impactful!  At Northwestern Mutual, Financial Advisors help clients create a stable, successful financial environment for individuals and families to achieve their goals.  As a company, we pride ourselves on providing the ultimate in client service, growth and development opportunities, and serving the community. 

The Sales Execution Team (SET) Assistant supports the growth and development of the office by working with the newest advisors as they begin to build their businesses; as well as, by working with the Office Coordinator to maintain an efficient, compliant, service oriented office.  Specific responsibilities include, but are not limited to:

Responsibilities

·         Assist the Financial Representatives with daily administrative tasks including calendar management, client communication, and business organization

·         Prepare and maintain compliant electronic files within client management software

·         Monitor, update, and expedite active cases

·         Manage weekly meetings for accurate and thorough review to support high activity

·         Provide excellent customer service across all forms of communication

·         Support reception coverage/back up

·         Process daily, compliant mail and data entry (as needed)

Skills Required

·         Excellent interpersonal communication skills

·         Strong detail, organization, and time management skills

·         Ability to prioritize and follow through on tasks

·         Proficiency in Microsoft Office; as well as, quick to learn other PC applications

Personality Required

·         Self-motivated, hard-working, and resourceful

·         Positive attitude geared toward excellent customer service

·         Team player

·         Flexible and adaptable to change

Preferred Qualifications

·         Post-secondary education/degree

·         Administrative experience