Executive Assistant

5 days ago

Woodbury, Minnesota, United States Northwestern Mutual Twin Cities East Full time

Our growing financial firm is looking for an Executive Assistant to work with our leadership team, directly supporting our Managing Director. We are looking for a driven individual who possess great people skills, works independently, has a passion for learning and growing, and is looking to be connected to a great culture and growing team. This is a full-time, in-office position.

The following responsibilities are some of the day-to-day operations of this fulfilling position:

  • Serve as a partner to the Managing Director; ensuring priorities are advanced with discretion, speed, and precision.
  • Ensure smooth day-to-day operations, greeting and directing clients, answering and directing phone calls, handling incoming and outgoing mail.
  • Serve as a key point of contact for all internal and external requests
  • Manage calendars for internal and client meetings
  • Assist executive with reviewing and editing organization focused emails- both general and sensitive communications, and disseminating per guidance appropriately and timely
  • Maintain comprehensive lists of centers of influence, clients, prospects to be used on a regular basis
  • Effectively communicate with the team and clients, prioritizing time-sensitive tasks
  • Monitor multiple systems to ensure a successful, compliant, and service-orientated client experience
  • Assist team in staying compliant with industry regulations and company policies by maintaining proper client file documentation
  • Manage a high volume of correspondence

Required Qualifications:

  • 3+ years of equivalent work experience, preferably in a related field
  • Proficient in Outlook, MS Word, Excel and other business tools and technologies
  • Ability to work with a high degree of accuracy in handling detailed work
  • Strong organizational and time management skills
  • Ability to set priorities and meet deadlines
  • Ability to adapt to change, and identify process improvements
  • Ability to maintain a high degree of confidentiality
  • Excellent interpersonal skills
  • Excellent written and oral communication skills
  • Associates degree

Recommended Qualifications:

  • Bachelor's degree
  • Hold an active Life, Accident, & Health license

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