Financial Advisor Assistant

Back

Financial Advisor Assistant

@ Northwestern Mutual

Job Description:

An AFR responsibilities include supporting the financial representative to ensure the continuation of an efficient, effective, and organized office. Specific responsibilities may include but are not limited to:

Responsibilities

• Help handling case notes, maintaining client case files, and filing new statements, account forms and other insurance and investment related materials
• Ensuring investment and insurance compliance requirements are implemented and followed
• Preparing and processing all paperwork needed for insurance applications and new investment/advisory accounts
• Monitoring insurance applications while in underwriting and expedite any additional underwriting requirements
• Review insurance applications, conversions and policy changes for completeness and accuracy
• Contact and advise clients regarding late payments and other non-securities sales and service related issues
• Receiving and forwarding checks and related paperwork to insurance or investment operations area
• Corresponding with clients and home office for all insurance and investment services issues

Salary Range: Pay: Dependent on Experience

---

Qualifications:

• Active Life and Health Insurance licensed (preferred)
• Financial Service or Insurance industry experience preferred
• Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Demonstrated ability to maintain effective working relationships with clients
• Excellent oral and written communication skills
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to manage multiple diverse projects and assignments in a timely manner
• Able to work both independently and on a team
• Ability to maintain confidentiality

---

How to Apply:

Applicants can send resumes to jeff.daigle@nm.com