Finance Operations Support Specialist

Financial Services

Are you a detail-oriented professional with a passion for finance and a knack for problem-solving? We are seeking a Finance Operations Support Specialist to join our dynamic team and play a key role in ensuring the smooth functioning of our financial operations. In this critical position, you will have the opportunity to leverage your expertise to drive efficiencies, streamline processes, and contribute to the overall success of our organization. If you thrive in a fast-paced environment and are looking to make a meaningful impact, we want to hear from you. If you're ready to be a part of a great culture in a relevant, fast, fast-paced, and community-based environment, continue reading.

The Role

We believe in an integrated, enduring firm with multiple generations of talent that can grow and run the business and create a valuable client experience. As one of our Financial Planning operations team members, you will be an integral member of our organization, and people advocate for our financial representatives, clients, and community. Because culture is at the root of the client experience, you will help encourage, celebrate, and support our organization by promoting an enriching environment naturally centered on creating an excellent experience for internal and external clients.

Key to this role is the ability to foster enduring relationships while deepening the advisor and client experience. The Finance Operations Support Specialist's responsibilities include helping to be a partner for a group of financial representatives in running an efficient, productive, and profitable financial services practice. The Financial Planning Support Specialist will help to ensure that the operational needs of our advisors are met through planning and service activities. The Financial Planning Support Specialist will have developed activities using digital software tools and processes that reinforce our culture and meet our business goals of creating a memorable client experience. Additional responsibilities include collaborating with the team on overall development and working to build a productive and inclusive workspace for all.

Things you will do

• Collaborate with financial representatives to help them develop successful operational practices using proprietary software
• Identify opportunities for operational performance improvement within an advisor’s practice
• Correspond with our Home Office partners, financial representatives and clients, on an as needed basis, to gather the information needed in the policy approval process
• Maintain knowledge and keep abreast of new investment regulations or policies
• Scrub and submit insurance applications and use technology to obtain all necessary signatures prior to submittal
• Input client information into our holistic planning software and Client Relationship Management (CRM) database
• Call to confirm appointments
• Develop models that help with decision-making
• Attend weekly development and team meetings to advance industry mastery

What You Will Bring to the Team

• A strong sense of collaboration as part of a goal orientated team
• Ability to communicate effectively with individuals down the hall and around the community
• Resourceful and innovative while enjoying the challenge of problem solving
• Can adapt to shifting priorities in a fast-paced environment without missing a beat or a detail
• Comfortable working with various technologies and an efficiency zealot
• Demonstrated competencies in process and project management through anticipation of needs
• Excellent teamwork skills, including ability to be a thought leader as well as a thought doer.
• Demonstrated ability to handle the execution of confidential and time sensitive information.
• Excellent verbal and written communication skills with the ability to gain rapport and cooperation at all levels in our organization and home office.
• Excellent project management skills, including demonstrated ability to oversee execution of day-to-day and long-term business strategies and initiatives.

What we provide

• A fulltime, 40-hour work week, non-exempt opportunity
• Pay is $50,000 (contingent on experience)
• Paid for Industry Licensing (to include study time & exam course material) if deemed necessary
• PTO & holiday time off
• Medical, dental and vision coverage
• Long-Term Disability Insurance
• Group Life Insurance
• Matching 401k Retirement Savings Plan

What you can expect from us

• We're strong, innovative, and growing with the backing of a company, Northwestern Mutual, that has over a 160-year history of doing what’s in the best interest of our client’s and our community.
• We invest in our people – providing opportunities for our team to grow themselves, their career and in turn, our business.
• We care – making a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our team donates time, talent, and financial support to causes we are passionate about.
• We are an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

License/Certification:

• Life Insurance License (Preferred)

Ability to Commute:

• Bozeman, MT 59715 (Required)

Work Location: In person