What are the responsibilities and job description for the Administrative Assistant position at Northwestern Mutual Twin Cities?
Fountain Wealth Advisors is a rapidly growing, integrated financial services firm. They were listed in the 2024 Best in State Top Financial Security Professionals. We proudly represent the 155-year tradition of Northwestern Mutual, which has recently been recognized as one of the largest and fastest growing Broker/Dealers in the industry. The rapid growth of our firm brings an opportunity to join one of Northwestern Mutual’s premier teams as an Administrative Associate.
POSITION RESPONSIBILITIES
Work with team and clients to manage client service needs – addressing inquiries and resolving issues promptly
Maintain accurate client records and reporting and CRM maintenance
Complete, submit, and track insurance paperwork
Manage service-related tasks for client insurance policies
Follow up with client DocuSign, etc.
Meeting preparation
Maintain and update advisor website
Manage team marketing plan
Consult with Home Office on complex transactions
Manage calendar for team
Tasks and Projects as assigned
POSITION QUALIFICATIONS- REQUIRED
Excellent interpersonal skills
High degree of organizational skills
Excellent written and oral communication skills
Ability to maintain a high degree of confidentiality
POSITION QUALIFICATIONS
Obtain Life, Accident & Health license within 6 months of employment
Salary : $45,000 - $55,000
