What are the responsibilities and job description for the Executive Assistant position at Northwestern Mutual?
Job Overview
We are looking for a person who is upbeat and fun to work with. Someone who values organization and prefers things to be tidy at the end of the day. Preferably, an individual with a past history of working for finance and/or insurance firms who wants to put their education and experience to work and join an already thriving, all-star team. This position comes with the potential for future career development as well as interesting and satisfying professional challenges and benefits. We want someone who will build a structured routine and process to help increase organizational efficiency and wellness.
Executive Assistant / Office Manager: Job Description
- This EA / Office Manager position presents an exciting opportunity to take an entry-level role in our boutique firm while learning the ins and outs of financial planning. You will play an essential role in the success of our business by ensuring that our day-to-day operations run smoothly. Administrative and clerical duties of a financial advisor that are delegated and to be finished.
Job Responsibilities
- Calendar management & daily line-up call every morning
- Writing executive summaries
- Organizing client records & preparing files for annual reviews
- Aggregating client info and setting appropriate tasks to FPS or other team members
- Scheduling client meetings
Job Skills & Qualifications
- Bachelor’s degree
- Strong communication / interpersonal skills
- Attention to detail
- Excellent organizational skills
- Good prioritization / time management skills
Job Type: Full-time
Pay: $55,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
Ability to Commute:
- Melville, NY 11747 (Required)
Work Location: In person
Salary : $55,000
