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
We are seeking a detail-oriented and efficient Remote Data Entry Operator to join our team. The ideal candidate will be responsible for accurately entering data into our systems and ensuring the integrity of the data. This is a remote position that offers flexibility and...
About Us: At Tech Mahindra (Tech Mahindra | Connected World, Connected Experiences), we live the philosophy of connected world and connected experiences. We thrive on change that is powered by the intelligent symphony of technology and humans designing meaningful and...
A Global Investment Firm in Midtown Manhattan is seeking a new Full-Time/Permanent Assistant to support 1 Managing Director and 3-4p team. The Executive is great incredibly warm and supportive! Candidates must have a minimum of 5+ years of applicable high-level executive...
Clinical Research Coordinator Overview As a Clinical Research Coordinator, you will lead the study team and be responsible for the execution of complex clinical trials from study design through study close out. You will be responsible for business and financial management...
...positive difference to the lives of our colleagues, customers, and communities where we operate. Overview: The Senior Director of Global Communications will lead and oversee internal communication strategies across the organization, from hourly employees to C-...