What are the responsibilities and job description for the Administrative Support Specialist position at Northwestern Mutual?
General Responsibilities :
- The responsibility of the Administrative Support position is to serve as the primary contact for customers and policy owners and assist with work as needed.
- Specific responsibilities include but will not be limited to :
- Greet visitors and direct them appropriately.
- Answer, screen and record telephone calls.
- Maintain telephone system and agency directory.
- Process incoming and outgoing mail; deliver outgoing mail to Post Office.
- Ensure the lobby and front desk area is always neat and presentable.
- Maintain the appearance of other office areas including the break room, conference rooms, and mail area.
- Make copies, send and distribute faxes and maintain copy and fax machines.
- Maintain office equipment including mail machine and kitchen appliances.Phone for equipment maintenance when applicable.
- Schedule service pick up.
- Maintain inventory and order office supplies as needed.
- Answer basic policy owner / policy benefit questions.
- Act as administrative support for financial representatives / staff as needed.
- Cross-train in other support roles.
- Assist with processing and logging of investment checks and orders.
- Log checks, orders and securities certifications.
- Assist with new hire set up.
- Maintain adequate security and safety procedures.
- Log monthly representative charges.
- Assist with new computer set-ups and upgrades.
- Complete and / or assist with projects as assigned by the Office Manager / Director of Operations.
- Additional Responsibilities for Marketing Coordinator Role :
- Extend a warm and professional welcome to clients and visitors, creating a positive first impression.
- Coordinate conference room availability and private office space in advance for advisors with in-person meetings.
Qualifications :
