What are the responsibilities and job description for the Administrative Assistant position at Northwestern Mutual Twin Cities?
Fountain Wealth Advisors is a rapidly growing, integrated financial services firm. They were listed in the 2024 Best in State Top Financial Security Professionals. We proudly represent the 155-year tradition of Northwestern Mutual, which has recently been recognized as one of the largest and fastest growing Broker/Dealers in the industry. The rapid growth of our firm brings an opportunity to join one of Northwestern Mutual’s premier teams as an Administrative Associate.
POSITION RESPONSIBILITIES
- Work with team and clients to manage client service needs – addressing inquiries and resolving issues promptly
- Maintain accurate client records and reporting and CRM maintenance
- Complete, submit, and track insurance paperwork
- Manage service-related tasks for client insurance policies
- Follow up with client DocuSign, etc.
- Meeting preparation
- Maintain and update advisor website
- Manage team marketing plan
- Consult with Home Office on complex transactions
- Manage calendar for team
- Tasks and Projects as assigned
POSITION QUALIFICATIONS- REQUIRED
- Excellent interpersonal skills
- High degree of organizational skills
- Excellent written and oral communication skills
- Ability to maintain a high degree of confidentiality
POSITION QUALIFICATIONS
- Obtain Life, Accident & Health license within 6 months of employment
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Albert Lea, MN 56007 (Required)
Work Location: Hybrid remote in Albert Lea, MN 56007
Salary : $45,000 - $55,000
