Administrative Assistant

Job Summary

Northwestern Mutual’s LeadingEdge Financial team is in search of a highly organized and self-motivated Administrative Assistant to join our team. This position requires strong communication skills, attention to detail, and the ability to manage multiple tasks effectively. This person is a team-player, and is willing to grow. The Administrative Assistant will serve as a point of contact for our clients.

Responsibilities

• Support high producing advisors and management team
• Provide exceptional client support via phone and email, addressing inquiries and resolving issues promptly
• Organize and maintain files, both physical and electronic, ensuring easy access to important documents
• Utilize computer systems for efficient client record keeping and reporting
• Complete, submit, and track insurance and investment paperwork
• Manage service-related tasks for client insurance and investment accounts
• Follow up with client DocuSign, etc.
• Tasks and Projects as assigned

Qualifications

• Bachelors or Associate’s degree preferred
• Experience with insurance and/or investments preferred
• Licensed or willing to obtain licensure for insurance and securities
• Proven experience in an administrative or clerical role
• Strong communication skills
• Excellent organizational skills with the ability to prioritize tasks effectively
• Ability to work independently as well as part of a team in a fast-paced environment
• Self-motivated and excited for growth and development

Job Type: Full-time

Pay: $21.00 - $25.00 per hour

Expected hours: 35 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Rochester, MN 55902 (Required)

Work Location: In person

Salary : $21 - $25