Administrative Assistant Job at Northwestern Mutual Twin Cities, Albert Lea, MN

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  • Northwestern Mutual Twin Cities
  • Albert Lea, MN

Job Description

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

Job Tags

Home office,

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