Administrative Professional

3 weeks ago


Santa Monica, United States Northwestern Mutual Full time
Job DescriptionJob Description

We're searching for a diligent administrative assistant to provide administrative support to our financial planning/ wealth management team. You’ll be responsible for responding to all client questions in a friendly and timely manner, streamlining our onboarding processes, scheduling appointments, ordering work requests, and marketing our online brand presence. Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service. Send us your resume today to become part of the team

Compensation:

$17 - $20 hourly

Responsibilities:

  • Scheduling and rescheduling client meetings.
  • Managing and tracking a thorough onboarding process.
  • Delegate and manage work requests to the right team members.
  • First line of defense of all client communications.
  • Manage Linkedin and Social Media presence.
  • Manage a financial advisor's calendar.
Qualifications:
  • High school diploma or GED required
  • Customer service experience in our industry is preferred
  • Enjoys talking with customers and can communicate through verbal and written channels
  • Shows ability to quickly finish very detailed work
  • Technologically savvy; basic knowledge of Microsoft Office Word and Excel programs and filing systems with the ability to learn new programs quickly and troubleshoot common issues
About Company

Our mission is to empower clients to achieve their financial aspirations and secure their future. We are committed to providing personalized and comprehensive financial planning services that guide individuals and families toward financial stability, growth, and peace of mind. With unwavering integrity and expertise, we partner with clients on their unique financial journeys, helping them make informed decisions and live the lives they truly want to live.

Unlocking Your Financial Potential: We don't just manage money; we empower your financial journey. Our personalized strategies, unwavering support, and cutting-edge insights provide the keys to achieving your dreams, securing your legacy, and conquering your financial goals. Discover the difference in financial planning that's not just about numbers, but about your life, your aspirations, and your prosperity.



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