Office Administrative Assistant

2 weeks ago


Springfield, United States Northwestern Mutual Full time

Access to The American College of Finance for continuing education

Office Administrative Assistant & Representative Support Associate

Reception
- Complete opening/closing procedures
- Greet clients as they enter the office
- Notify representative of their arrival
- Provide with refreshments as requested
- Answer primary phone line, forwarding call to appropriate representative and/or forward

message to representative

**Benefits**:

- Paid Time Off
- Medical/Dental/Vision benefits available
- Matching retirement contributions
- Employer paid group insurance
- 1x Salary LI
- 60% LTD
- Maintain stock of office supplies, break room refreshments, etc.
- Process daily incoming/outgoing mail, checks, policies, etc.
- Manage in-suite conference room reservations
- Submit & manage building service requests

Representative Support Associate
- Client management
- Creating/updating client records and files
- Processing client contact & demographic information changes
- Processing case documentation as received from Representatives
- Create draft of financial plan
- Ensure representative has thoroughly documented client interactions
- Submit paramedical requests
- Draft correspondence letters
- Case Prep
- Prepare required documents for client meetings
- Correspond with our home office resources to confirm required action steps, etc.

Expectations/Job Requirements
- Pass an SEC background check and fingerprinting
- Obtain Life & Health Insurance license within first 3 months (Employer paid training and

testing)
- Obtain Securities license within first 15 months (Employer paid training and testing)

Pay: $45,000.00 - $48,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance

Schedule:

- 8 hour shift

Ability to Relocate:

- Springfield, MA: Relocate before starting work (required)

Work Location: In person



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