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| Job Category : | Business |
| Company Name: | Northwestern Mutual |
| Position Name: | Executive Assistant / Assistant Financial Representative |
| Location : | Cleveland, OH 44113 |
| Job Description : | Executive Assistant and Assistant Financial RepresentativeNorthwestern Mutual – Cleveland is seeking a highly organized, detail-driven individual who will specialize in client service and manage a variety of administrative activities to ensure efficient and smooth operations of a high quality financial advisory practice. The ideal candidate will be friendly and outgoing with experience as an executive assistant or similar role. The assistant serves as a primary point of contact for internal and external inquiries on matters pertaining to client services. This individual will need strong written/verbal communication skills and the ability to balance multiple priorities.Our Mission: “Inspiring financial confidence through meaningful planning.”Essential duties:Managing a broad variety of professional administrative tasks including updating calendar, setting appointments, and making any adjustments as needed.Client communication to schedule follow up meetings, other needed appointmentsManage Financial Advisor’s inbox and process communication and tasks.Coordinate and maintain client information, work with clients to obtain necessary documents and files, confirm receipt and send client information.Monitor and oversee client process from application through underwriting.Preparing detailed professional and friendly correspondence.Prioritizing incoming and outgoing calls as related to daily needs and goals.Other Responsibilities: Support in client experience and marketing efforts.Support clients in setting up and navigating the consumer website.Communicate with home office and outside vendors to resolve client account issues.Participate in weekly and monthly team meetings and available trainings.Qualifications:Experience in administrative support or customer service, preferably in the financial services and/or insurance or investment industry.Strong computer, keyboarding skills, data entry and ability to learn new software.Financial Service or Insurance experience preferred. Life and Health as well as Series 6/63 Licenses preferred – or willingness to gain within 6 months to a year.Alignment with our vision and purpose.CompetenciesAction OrientedEnjoys working hard; is action oriented and full of energy for the things he/she sees is challenging; not fearful of acting with a minimum of planning; seizes more opportunities than othersDrive for Results. Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for resultsInterpersonal SavvyRelates well to all kinds of people, up, down and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortablyInterpersonal Communication: Relates well to all kinds of people; ability to gain trust and successfully build relationships with others; orientation toward teamwork; builds appropriate rapport; uses diplomacy and tact; can navigate critical conversations. Strong ability in both writing and verbal communication.Prioritization: Spends his/her time and the time of others on what’s is most important and effective; understands how to use time strategically and set aside distractions; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus with self and teamGood Judgement: makes better decisions than most. Ability to combine personal qualities with relevant knowledge and experience to form opinions and make decisions. Listening well to others with undivided attention understanding what is and is not said. Seeking relevant and diverse information not validation.Confidentiality: keeps personal, managerial and organizational information safe, does not gossip, is trustworthy, keeps information about individuals, the group and organization private.BenefitsFull training and development programCareer education expectations and opportunity: insurance and investment, further classes toward the CFP with bonus for completionBase Compensation $45,000 – $55,000Bonus PotentialHealth Insurance, Vision, Dental InsuranceShort term and long term DisabilityRetirement plan with matchPaid time off, increasing yearlyWho we are.Unsurpassed Financial Strength, Financial Ratings the highest in any industryFortune’s 2021 Worlds Most Admired Companies, #1 in our classTop 5 Independent Broker-DealerRanked 90 on the esteemed 2020 FORTUNE 500 list$400 million donated through the NM Foundation455,000 hours donated toward Children’s Cancer ResearchCountless volunteer hours toward initiatives in the Greater ClevelandA culture that promotes diversity, teamwork, work/life balance, recognition and rewards.Job Type: Full-timePay: $45,000.00 – $55,000.00 per yearBenefits:Health insurancePaid time offProfessional development assistanceRetirement planVision insuranceSchedule:Monday to FridaySupplemental Pay:Bonus payAbility to commute/relocate:Cleveland, OH 44113: Reliably commute or planning to relocate before starting work (Required)Education:Bachelor’s (Preferred)Experience:Executive Assistant: 3 years (Preferred)Financial services: 1 year (Preferred)Work Location: One location |
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