What are the responsibilities and job description for the Operations Coordinator position at Northwestern Mutual?
Company Description
At the Calamaras Group, we're deeply committed to guiding our clients and their families through life's financial journey with heartfelt care and understanding. Our boutique firm's unique approach fosters meaningful relationships that honors the values and legacy that span generations. We help you build a secure future, so you and your family can live lives of purpose and fulfillment.
We are backed by Northwestern Mutual - NM is a financial services company dedicated to helping families and businesses achieve financial security through insurance and investments. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual serves over 4.5 million clients. The company values diversity and is committed to shaping the future of financial security.
Role Description
This is a full-time role Operations & Executive Assistant role based in Sarasota, FL, with some work from home flexibility. The Executive Assistant will provide executive support, manage operations, handle administrative tasks, and ensure effective communication within the team.
Qualifications
- Attention to detail and strong organizational skills
- Ability to prioritize tasks and handle confidential information
- Executive Administrative Assistance and Executive Support skills
- Experience in managing a CRM & client relationships
- Strong communication skills
- Administrative Assistance expertise
- Proficiency in Microsoft Office Suite
- Previous experience in a similar role is a plus
- Ability to function at a high pace
Roles & Responsibilities
- Manage client scheduling & calendaring
- Manage Insurance Applications & Underwriting
- Manage cross-team communications and logistics
- Manage the client pipeline and ensure nothing is missed
Salary : $50,000 - $65,000
