Executive Administrator

The Executive Administrator specializes in both direct and indirect support of all advisors and team members of a mid-size, client focused financial advisory and planning firm. Included in the role is the maintenance of an efficient, organized office that allows the advisors to focus energy on building client relationships. Specific responsibilities may include but are not limited to:

Support

·        General support to all support teams – insurance, investment, and marketing teams

·        Maintain financial advisor’s calendar and schedule follow-up appointments

·        Help with travel accommodations

·        Answer telephone calls and direct them as appropriate

·        Process client/prospect reservations for marketing events such as seminars and assist in preparation of seminar materials and event mailings

·        Maintain supplies of current insurance/investment-related digital marketing materials

·        Input data, produce proposals, and gather information at direction of financial advisor in preparation for client/prospect meetings

·        Contact clients to set up follow-up meetings with advisors

·        Send client birthday cards and coordinate touchpoints for advisors

·        General event and marketing program assistance including generation of new lead lists

Client Service Support | Non-Securities Products

(Non-securities refers to Northwestern Mutual portfolio, fixed or non-variable insurance/products)

·        Contact clients regarding late payments

·        Process incoming non-securities related insurance service requests from clients (process address changes, bank change information, loan requests, etc.)

Qualifications:

·        Experience in administrative support or customer service, preferably in the financial services and/or insurance industry

·        Excellent oral and written communication skills

·        Familiarity with Microsoft applications and data entry and information retrieval software

·        Demonstrates organizational and time management skills and ability to multitask, set priorities and meet deadlines

·        Social media expertise helpful but not required

·        Strong attention to detail with the ability to work with a high degree of accuracy

·        Ability to work in a fast-paced environment

·        Ability to work both independently and on a team

·        Ability to maintain confidentiality