What are the responsibilities and job description for the Development Assistant position at Northwestern Mutual Portland?
Development Assistant Job Description
GENERAL RESPONSIBILITIES
The Development Assistant provides support to the Chief Development Officer's (CDO) core functions and the processes and systems related to training and development. Requiring high attention to detail and responsiveness, this position manages the centralized training calendar, the CDO and District Director’s (DD) calendar, ensures smooth execution of training events, and will provide strategic support on special projects as assigned. The Development Assistant will also run key leadership and office reports, including but not limited to daily enterprise reports, contest reports, and CDO tracking reports.
Responsibilities include, but are not limited to:
Administrative Support
• Manage calendars for key leaders, including scheduling meetings, travel arrangements, and reservations.
• Manage calendar invitations and communications for all firm-wide events, including Network Office Days, Quarterly Development Days, and more.
• Assist in drafting and distributing email communications.
Report Management
• Generate and distribute various reports, including daily activity reports, contest tracking reports, and monthly enterprise activity numbers.
• Manage and update recognition presentations and group production sheets for various development days.
• Maintain and update key performance metrics and reports on a monthly basis.
Event Coordination
• Schedule, coordinate, and manage logistics for all training and development events, including Network Office Days, Quarterly Development Days and more.
• Confirm guest speakers and manage invitations for organization-wide events.
• Plan and execute special events, such as firm social events, lunches and other gatherings.
Development Support
• Provide logistical support for leadership and development programs, including study groups, summit groups, and client builder groups.
• Oversee the execution of advisor recognition programs and manage milestone events.
• Assist in preparing materials for the CDOs key developmental meetings and reports.
Miscellaneous
• Provide strategic and logistical support on special projects and training events.
• Additional CDO and DD support as needed.
•Travel between different offices and event locations as required to execute job responsibilities.
QUALIFICATIONS
• Bachelor’s degree preferred.
• 2-3 years progressively responsible work experience, preferably in administrative support, event coordination, or a related field.
• Exceptional organizational and time management skills, with the ability to manage multiple tasks and priorities.
• Excellent communication skills with the ability to build rapport and work effectively with various stakeholders.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) with the ability to learn various software programs quickly.
• Willingness to travel and flexibility in working hours to accommodate event schedules and deadlines. This is an in-person position.
COMPENSATION & BENEFITS
• Competitive Compensation: Base salary of $60-75k with comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage.
• Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways.
• Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction.
• Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives.
• Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals.
• Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives.
PHYSICAL AND MENTAL DEMANDS
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
PHYSICAL DEMANDS
While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required.
MENTAL DEMANDS
While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e., business office with computers, phone, and printers, light traffic).
EQUAL OPPORTUNITY EMPLOYER
Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.
Salary : $60,000 - $75,000
