Office Operations Associate Job at Northwestern Mutual - Twin Cities
The growth of our financial planning practice is exciting, and with that growth comes an opportunity to join a well-established team as an Office Operations Associate. If you are committed to personal and professional growth, goal oriented and highly organized, this could be the right role for you! The Office Operations Associate oversees business operations to enhance productivity and profitability. He or she sees to the needs of the team, plans for and supports its development, recommends and implements necessary changes and takes independent action in his/her areas of authority.
RESPONSIBILITIES
- Own all operational procedures for the business, including communication, workflow process, and administrative tasks
- Maintain compliance standards, follow privacy/confidentiality guidelines and establish best practices
- Schedule, prepare for and lead weekly team meetings
- Ensure team members are appropriately licensed/registered
- Monitor continuing education requirements and deadlines for the team
- Maintain and upgrade hardware and software, leveraging home and network office resources
- Process payroll and submit retirement plan contributions
- Approve and track paid time off
- Oversee registration and completion of all requirements for professional designations
- Assist the advisor with hiring and onboarding new team members
- Schedule and prepare for team members’ annual performance reviews
- Establish, monitor and track team goals and performance
- Lead marketing efforts and maintain the team’s brand
- Manage the Wealth Management Advisor’s calendar
- Schedule client reviews and create customized agendas for appointments and phone calls
- Direct the client planning process from development through completion and execution
- Review and document case notes and delegate action items
- Update and create new operational templates to streamline workflow
- Create and maintain financial plan summaries and value proposition documents for client households
- Growth mindset to develop skills for career advancement
Qualifications – Required
- Bachelor’s Degree or 3 or more years of administrative/workflow experience
- Life, accident and health licensed within 6 months of employment
- Strong critical-thinking and problem-solving abilities
- Excellent written and verbal communication skills
- Organized with the ability to work with changing priorities and deadlines
- Capable of successfully working on a team in a collaborative, fast-paced environment
- Ability to work well under pressure and adhere to deadlines
- Skilled in building relationships and trust
- Ability to multitask while remaining detailed and thorough
- Experience with Microsoft Office
Qualifications – recommended
- Financial services or insurance industry experience
- Conflict resolution/conflict management experience
- Series 66 and 7 registrations
Job Type: Full-time
Benefits:
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Monday to Friday
Application Question(s):
- Willing to complete a background check?
Education:
- Bachelor's (Preferred)
Experience:
- finance: 1 year (Preferred)
Work Location: In person
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