Company Description

Barnes Young Wealth Advisors is an Private Client Group ensemble of Northwestern Mutual, located in Louisville Metropolitan Area. We are passionate about knowing our clients better and realize planning isn’t only about money; it’s also understanding client values and goals. Planning doesn’t only impact you; it impacts your family and loved ones. That’s why we want to know you personally – to understand and identify opportunities, act quickly and help you achieve the goals you value. You could manage your financial plan, but do you want to? We realize that life isn’t about the day you get married or the day you retire – it’s about the collection of cherished moments. As life events emerge, whether it’s the birth of a child, the purchase of a home, job changes or retirement, we will be there to adjust your plan accordingly to ensure the goals you value are still on track throughout all the complexities of life.

Role Description

Our retirement plan team is looking to add an Administrative and Client Service Specialist to work directly with our Director of Retirement Plans. The ideal candidate will have excellent organization skills, proficiency in Microsoft Excel and Microsoft Word. The employee will assist the team by completing client paperwork, generating reports, conduct analysis and effectively communicate with vendors.

Qualifications

• 3-5 years of experience with client service or as an administrative assistant, preferably in the financial services industry
• Retirement Plan Experience Preferred
•  Exceptional interpersonal skills, expeditious, well-organized
• Great analytical skills and ability to multitask in a fast-paced environment
• Able to communicate clearly to resolve issues in a timely manner
• Bachelor Degree preferred, but will accept candidates with suitable experience

Job Duties

• Work closely with the Lead Qualified Plan Advisor to effectively service retirement plans internally
•  Analyze retirement plan reports once completely trained
• Assist the team with completing client account agreements, onboarding and track execution.
• Request and generate investment reports and plan benchmarking reports.
• Interface with vendors, third party administrators, home office employees.
• Maintain CRM information and keep client data accurate. Monitor the system on a frequent basis.
• Generate invoices, track client revenue, and analyze compensation reports.

Benefits

• 401(k), health, vision, and dental
• Reimbursement of approved professional development expenses
• Customized career development process
• Quarterly bonus potential