What are the responsibilities and job description for the Assistant to Financial Advisor position at Northwestern Mutual - Greater Chicago?
Job Title: Assistant to Financial Advisor
Location: Lombard, IL
Job Type: Full-Time
About Us:
Seeking a detail-oriented Financial Advisor Associate to optimize operational efficiency and client service in our team.
Responsibilities:
- Manage daily operations and streamline workflows per policies.
- Handle calendar and schedule arrangements for meetings and appointments.
- Coordinate client onboarding and ensure smooth service introduction.
- Serve as the main contact for client support, inquiries, and issue resolution.
- Maintain compliant documentation and records.
- Provide administrative support to the Financial Advisor and team.
- Communicate effectively between clients, advisors, and departments.
- Follow legal and regulatory compliance procedures.
Qualifications:
- Experience in finance, administrative roles, or client services.
- Bilingual
