Operations Assistant

Salary: $45k-$50k DOQ

Northwestern Mutual - Alexandria is an established comprehensive financial advisory firm. We are seeking a talented, detail-oriented individual for the Operations Assistant position. Responsibilities include, but are not limited to:

 

Client Service Support:

• Accurate completion of insurance applications with clients via phone or in office
• Medical exam scheduling, and monitoring
• Clear communication with underwriters and clients throughout the process
• Prepare policies for delivery and obtain all required signatures
• Provide excellent client service
• Prepare for client meetings as directed by Financial Advisor

General:

• Schedule and confirm initial and follow-up appointments for Advisor
• Manage client correspondence, notes, and files in a manner consistent with compliance requirements
• Aid in maintenance of client relationships and engagement
• Support other team members as needed/requested
• Complete other projects or tasks as requested

Benefits:

• Medical, Dental, and vision options
• Employer provided retirement account
• Short-term disability
• PTO
• Paid Holidays

Qualifications and Skills

• Life, Accident & Health license preferred
• 2-year business degree and/or financial services industry experience and licensing
• Administrative support or client relations experience
• Proficient with Microsoft Office, and ability to learn new computer programs quickly
• High degree of personal organization and time management skills, ability to multitask, and demonstrated ability to set priorities and meet deadlines
• Ability to work supervised, independently without supervision, and collaboratively as part of a team
• Ability to work in a fast-paced environment
• Ability to maintain a high degree of confidentiality and professionalism