Urwah Admin

Northwestern Mutual

The Opportunity: We are seeking an Administrative Assistant + Operations Associate to join our financial planning &amp; investment management firm.The ideal candidate will have strong communication and organization skills, and a desire for professional growth. The right candidate will proactively anticipate and prioritize the needs of those being supported and demonstrate sound judgement. We are looking for someone who can thrive under pressure, is comfortable managing competing priorities and adopts a risk and control mindset in their approach.This is an in-office position. Monday &ndash; Friday 8:30 am to 4:30 pm. There is potential for some flexibility in the future for the right candidate, after becoming an established associate.Key Responsibilities: <ul><li>Serves as a liaison between executive team members and internal/external contacts, facilitating seamless communication and information flow.</li><li>Build and maintain positive relationships with clients, prospects, and team members.</li><li>Answer incoming calls and provide support as required by taking detailed messages that allow the advisors to respond efficiently and effectively.</li><li>Follow up with clients/advisors to gather the missing data or clarify inputs.</li><li>Handle case notes, processing correspondence, maintain client case files and filing.</li><li>Maintaining complex calendars of financial representatives, as well as managing scheduling and communications.</li><li>Coordinating with team members to ensure advisors are prepared for high-priority or important meetings in a timely manner.</li><li>Organize, delegate, and track multiple detailed tasks and assignments that move the business forward, timely and efficiently.</li><li>Contribute to team and leadership meetings by taking notes and tracking action items.</li><li>Prioritize work based on importance/urgency and in a manner that maintains high-quality support for advisors.</li><li>Assist in managing, gathering, and entering/refreshing data for client meetings.</li><li>Act as a multiuse tool within the organization, readily taking on diverse tasks and responsibilities to support the overall effectiveness of the business. Assist with special projects and initiatives as needed.</li><li>Collaborate with colleagues across departments, offering support and assistance as needed, embodying the spirit of teamwork and shared responsibility.</li></ul>Qualifications &amp; Skills: <ul><li>Proven experience in support roles or similar administrative positions.</li><li>Proficiency in Microsoft office suite including Outlook, Word, and Excel is required. CRM (client relationship manager) and/or Netx360 software experience is a plus.</li><li>Demonstrated adaptability and flexibility in responding to evolving priorities, as well as resilience and composure in fast-paced environments.</li><li>Self-starter with strong attention to detail and excellent organizational skills.</li><li>A positive attitude. Ability to analyze, prioritize, organize and problem solve.</li><li>Excellent communication and interpersonal skills, written &amp; verbal, with ability to interact with individuals at all levels. Self-motivated, proactive, detail oriented and the ability to work independently.</li><li>Trustworthy with a high degree of discretion and integrity, and a commitment to upholding confidentiality and ethical standards.</li><li>Bachelor&rsquo;s degree or equivalent experience preferred.</li><li>Any industry licensing or credentialling is a plus (series 6, series 7, life &amp; health, etc.). Potential requirement to obtain one or more during employment.</li></ul>Job Type: Full-timePay: $35,000.00 - $60,000.00 per yearAbility to Commute:<ul><li>Louisville, KY 40222 (Required)</li></ul>Ability to Relocate:<ul><li>Louisville, KY 40222: Relocate before starting work (Required)</li></ul>Work Location: In person

Executive Assistant

We are seeking a detail-oriented and proactive individual to support our financial planning practice. This role involves managing daily administrative tasks, client appointment setting, marketing initiatives, and operational improvements to ensure a seamless client experience.Core ResponsibilitiesDaily Administration &amp; CRM Management<ul><li>Manage Outlook inbox and calendar, ensuring all client communications and appointments are &quot;set regarded&quot; in Dynamics 365.</li><li>Process post-appointment results and case notes, ensuring CRM files are updated with accurate subject lines and next steps.</li><li>Schedule follow-up phone calls and marketing list assignments based on advisor case notes.</li><li>Proactively monitor advisor backlog on case notes and send reminders for missing data.</li></ul>Appointment Setting &amp; Client Experience<ul><li>Conduct outbound calls for annual reviews and appointment setting, referencing previous notes for context.</li><li>Optimize the advisor's schedule by clustering in-person meetings on specific days (Tues/Thurs) while booking virtual meetings flexibly.</li><li>Maintain accurate birthday records on the calendar and reference NM Connect for upcoming milestones.</li></ul>Weekly Operations &amp; Marketing<ul><li>Update weekly opportunity lists in CRM prior to positive focus meetings.</li><li>Assist in case preparation, including PX, CCV, and IFL reports.</li><li>Participate in tactical meetings to plan marketing and prospecting for the week ahead.</li><li>Submit and track client-facing materials through compliance approval via Marketing Commons.</li></ul>Qualifications<ul><li>Proficiency in Microsoft Outlook and Dynamics 365 (CRM).</li><li>Strong communication skills for professional client outreach.</li><li>Ability to identify process improvements and contribute to strategic business planning.</li><li>High level of discretion and attention to security details.</li><li>NYLAAH</li><li>SIE, Series 6/7, Series 63/66 Preferred</li></ul>Pay: $45,000.00 - $52,000.00 per yearWork Location: In person

Associate Financial Planning and Analysis Specialist

The Opportunity: We are seeking an Administrative Assistant + Insurance Service Associate to join our financial planning &amp; investment management firm.The ideal candidate will have strong communication and organization skills, and a desire for professional growth. The right candidate will proactively anticipate and prioritize the needs of those being supported and demonstrate sound judgement. We are looking for someone who can thrive under pressure, is comfortable managing competing priorities and adopts a client centric mindset in their approach.This is an in-office position, Monday &ndash; Friday. Choice of either 8:00 am to 4:00 pm, or 8:30 am to 4:30 pm.Key Responsibilities: <ul><li>Receptionist duties: Answer incoming calls and provide support to insurance clients. Take detailed messages and communicate efficiently with team/ advisors to ensure client needs are met timely.</li><li>Insurance processing: Obtain quotes &amp; run illustrations (including IFLs, PDRs, etc.), initiate submission of claims &amp; provide corresponding support, processing payments, policy changes, loan management, etc.</li><li>Life &amp; Disability insurance applications - data entry, client communication &amp; support.</li><li>Managing late pay reports: connecting with clients and finding resolutions to keep policies in force &amp; healthy.</li><li>Task management: Create, organize, delegate, and track multiple detailed tasks and assignments in CRM that move the business forward, timely and efficiently. Coordinating with team members to ensure advisors are prepared for high-priority or important meetings in a timely manner.</li><li>Administrative duties: Assist advisors with case preparation and email inbox monitoring/ correspondence (sending pre-meeting emails, follow up emails, responding to client inquiries timely, etc.).</li><li>Prioritize work based on importance/urgency and in a manner that maintains high-quality support for advisors.</li><li>Handle case notes, processing correspondence, client data management, maintain client case files and filing.</li><li>Assist in managing, gathering, and entering/refreshing data for client meetings. Follow up with clients/advisors to gather the missing data or clarify inputs.</li><li>Act as a multiuse tool within the organization, readily taking on diverse tasks and responsibilities to support the overall effectiveness of the business. Assist with special projects and initiatives as needed.</li><li>Build and maintain positive relationships with clients, prospects, and team members. Collaborate with colleagues across departments, offering support and assistance as needed, embodying the spirit of teamwork and shared responsibility.</li></ul>Qualifications &amp; Skills: <ul><li>Proven experience in support roles or similar administrative positions (familiarity with insurance business is a plus).</li><li>Proficiency in Microsoft office suite including Outlook, Word, and Excel is required. CRM (client relationship manager) is a plus.</li><li>Demonstrated adaptability and flexibility in responding to evolving priorities, as well as resilience and composure in fast-paced environments.</li><li>Self-starter with strong attention to detail and excellent organizational skills.</li><li>A positive attitude. Ability to analyze, prioritize, organize and problem solve.</li><li>Excellent communication and interpersonal skills, written &amp; verbal, with ability to interact with individuals at all levels. Self-motivated, proactive, detail oriented and the ability to work independently.</li><li>Trustworthy with a high degree of discretion and integrity, and a commitment to upholding confidentiality and ethical standards.</li><li>Bachelor&rsquo;s degree or equivalent experience preferred.</li><li>Any industry licensing or credentialling is a plus (Life &amp; Health, VA/VL license, CLU, Investment licenses: Series 6, Series 7, etc.). Potential requirement to obtain one or more during employment.</li></ul>Job Type: Full-timePay: $35,000.00 - $60,000.00 per yearAbility to Commute:<ul><li>Louisville, KY 40222 (Required)</li></ul>Ability to Relocate:<ul><li>Louisville, KY 40222: Relocate before starting work (Required)</li></ul>Work Location: In person

Administrative Assistant - Insurance Client Support

Firm Description: Successful financial services team associated with a Fortune 500 company providing financial security for over 150 years. Mosaic Financial Partners offers flexibility, a team philosophy, opportunities for growth, and was recognized as a Best Place to Work by Milwaukee Business Journal.Position Overview and Key Responsibilities:o Perform research and analysis to manage investment options.o Provide information and make recommendations to professional staff on managers, advisory service products, investment selection, suitability guidelines, and reporting decisions.o Conduct detailed research and analysis of investment opportunities.o Develop and prepare needs-based analyses or financial plans. o Recommend fund portfolio options based on client needs and industry trends.o Monitor funding of advisory accounts and communicate with clients regarding advisory-related services and products.o Process investment accounts, trades, and private investment paperwork.o Mutual Fund Wholesaler Point of Contact.o Coordinating investment committee meetings. Provide market commentary and economic outlook.o Monitoring capital gains distributionso Ongoing monitoring of securities. o Model management &amp; updating positions.o ALTS paperwork.o Attend client meetings. Including those with joint work partners.Qualifications: o Bachelor&rsquo;s Degree in Business, Finance, or related field preferred.o Strong analytical, problem-solving, and communication skills.o Ability to adapt to change and work in a fast-paced environment.o Familiarity with Microsoft applications and web-based data management.o Minimum of 3 years of broker-dealer knowledge and understanding.o Must have Series 7, 66, SIE.o Must get Life and Health licenses before starting.Experience: o 2-3 years of financial planning experience in the securities industryo Strong attention to detail, accuracy, and reliability.o Customer service experience, including excellent oral and written communication skills.Pay: $70,000.00 - $90,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Will you now or in the future require sponsorship for employment visa status (e.g., H‑1B)?</li></ul>Work Location: Hybrid remote in Whitefish Bay, WI 53217

Investment Analyst

<div>
 
 
 
 ***The firm is only considered local applicants at this time as this role is 100% on-site 95008. Please only consider applying if you are within reasonable commuting distance and comfortable working full-time in-person.***
 
 
 
 
 
 
 
 The
 
 Talent Acquisition Specialist
 
 role is responsible for talent acquisition efforts of the San Jose office. The process of sourcing, recruiting and selecting financial advisors is conducted and continuously improved by this individual. The
 
 Talent Acquisition Specialist
 
 builds quality relationships to promote the Northwestern Mutual career opportunity, generate referrals and develop leaders. The
 
 Talent Acquisition Specialist
 
 plays a key role in executing recruiting strategies for the firm. Creativity, exceptional communication skills and drive to achieve are critical in this position. This role is based in Campbell, CA and reports directly to the Managing Director.
 
 
 
 
 
 
 You&rsquo;re a fit if you are...
 
 
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 College-educated (bachelor&rsquo;s degree required)
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 The best version of yourself in a highly collaborative and interdependent team setting
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 Disciplined, ambitious and motivated by growth opportunities within the firm
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 Thrive in a deadline driven environment where results are rewarded
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 Resilient, responsible and resourceful
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 Most energized by meeting new people and building strong relationships
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 Looking for a salaried role + uncapped bonus potential + full benefits
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 Experienced (2-5 years) in a sales, business development, marketing and/or recruiting capacity
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 </ul>
 
 
 
 
 
 What you&rsquo;ll be doing&hellip;
 
 
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 Execute on the firm's recruiting plan to reach production goals
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 Leverage referral network within the firm to generate leads
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 Develop qualified leads via LinkedIn &amp; beyond
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 Promote the benefits of network growth and recruiting successes within the office
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 Coordinate advertising &amp; marketing strategies within the firm and community
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 Master language regarding the advisor career and each step of the selection process
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 Review resumes and schedule initial interviews
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 Conduct pre-screen and initial interviews of all candidates entering the process
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 Direct candidates through the multi-step selection process
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 Participate in firm-wide leadership development workshops
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 </ul>
 
 
 
 
 
 What&rsquo;s in it for you?
 
 
 
 We believe in building a team that loves what they do and creating a work environment that supports long-term career growth. Accordingly, we provide a rewarding compensation package which includes:
 
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 A competitive base salary commensurate to experience
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 100% premium coverage HMO medical, dental, and vision benefits
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 Employer-sponsored licensing, professional development, and education opportunities
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 Competitive PTO accrual and holiday pay
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 High-impact and dynamic career path
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 </ul>
 
 
</div>

Talent Acquisition Specialist