What are the responsibilities and job description for the Administrative Assistant position at Northwestern Mutual?
Company Overview
Northwestern Mutual has been a leader in financial services for 165 years, dedicated to helping families and businesses achieve financial security. We utilize a comprehensive planning approach that combines insurance and investment solutions, empowering our clients to feel financially confident.
About the Role:
We are seeking a highly organized and proactive Administrative Assistant to support the Managing Director / Financial Advisor in optimizing daily operations. This role is pivotal in ensuring seamless scheduling, communication, and overall efficiency, thereby enhancing our brand and client experience.
Key Responsibilities:
- Calendar Management: Systematically organize and maintain the Managing Director / Financial Advisor’s schedule, ensuring all appointments are confirmed and time is allocated effectively.
- Meeting Preparation: Prepare agendas, compile necessary documents, and ensure notes are available in the calendar ahead of meetings.
- Client Communication: Facilitate timely and professional communication with clients, addressing inquiries and relaying information as needed.
- Coordination with Partners: Collaborate with joint work partners by sharing CRM records and uploading pertinent notes to maintain alignment.
- Time Management: Anticipate needs to optimize how time is spent, prioritizing tasks to align with business goals.
- Administrative Support: Handle errands, manage correspondence, and assist with miscellaneous tasks to ensure smooth daily operations.
Skills and Qualifications:
- Detail-Oriented: Exhibits meticulous attention to detail, ensuring accuracy in scheduling and documentation.
- Strong Communication Skills: Able to interact professionally with clients and team members, both verbally and in writing.
- High Emotional Intelligence: Demonstrates empathy and understanding, effectively managing interpersonal relationships.
- Administrative Experience: Prior experience in administrative roles is preferred, showcasing the ability to handle similar responsibilities.
This position offers an opportunity to contribute significantly to the firm's efficiency and client satisfaction.
Job Types: Full-time, Part-time
Pay: $19.00 - $22.00 per hour
Expected hours: 25 – 35 per week
Schedule:
- Day shift
- Monday to Friday
Ability to Commute:
- Reno, NV 89501 (Required)
Work Location: In person
Salary : $19 - $22
