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
...5 Academic Year. This posting applies to the following sub-disciplines: Public Health Health Care Policy Epidemiology Global Health Program Evaluation Community Needs Assessment Health Ethics Microbiology Anatomy and Physiology...
...FOR CANDIDATES RE-ENTERING THE WORK-FORCE!DO YOU ENJOY HELPING... ...can help others organize their home. As a Closets by Design... ...receive complete sales and design training, so no experience is necessary... ...Monthly Bonus opportunity* Paid training* A flexible schedule...
...Concepts, Inc. (ITC) seeks an experienced UI/UX Designer to support a DOD SOCOM... ...seamless and efficient user experiences. Research to understand SIE/operator needs, preferences... ...in Fayetteville, NC Requirements ~ Junior level: 0-3 years relevant experience and...
Company Description Walnut Hollow Construction Role Description Stop dreading getting up in the morning to go to work. Come be a part of what we are doing at Walnut Hollow Construction. Walnut Hollow Construction believes in building a secure place to work ...
...The ideal candidate will have experience with personal injury litigation (on either the plaintiffs' side or defense side) and have familiarity with court filing procedures. This is a remote position but the candidate must reside in the Inland Northwest....