Operations Associate

Cowell Financial is an established comprehensive financial advisory firm located in the beautiful Brainerd Lakes Area. We are seeking an outstanding individual to join our team as an Operations Associate. This is a wonderful opportunity for an individual to be an important part of a growing firm and make a huge impact on their clients. See below for what this full-time opportunity entails and the characteristics of the right candidate.

Responsibilities include but are not limited to

• Work alongside our Director of Operations with all tasks within the department; both investment and insurance related. Many of the tasks involve working directly with clients on the phone and via email.
• Executing directives based on client needs
• Preparing applications/paperwork for both insurance and investment products
• Keep up to date on software system enhancements, new products and compliance changes/opportunities
• Participate in learning opportunities

Qualifications

• Proficiency in Microsoft Excel, Outlook and Word
• Excellent grammar, punctuation and typing skills
• Critical thinking and problem-solving skills
• Attention to detail and the ability to work with a high degree of accuracy
• Ability to simultaneously manage multiple projects and assignments in a timely matter
• Confidentiality and compliance
• Welcomes and expects change and desires to work in a fast-paced, efficient and high-performing environment
• Finishes what they start, adheres to deadlines, excellent at prioritizing
• Possesses a “can do” positive attitude
• Post-secondary degree and work experience in the financial industry preferred
• Preferred licensing: Life/Health, SIE, Series 6, Series 63 or Series 7

Benefits

• Health insurance
• Dental insurance
• Long-term disability income plan
• Life insurance
• 401(k) with match
• Professional designation program
• Paid holidays & paid personal time off

David T Cowell uses Cowell Financial as a marketing name for doing business as representatives of Northwestern Mutual. Cowell Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. David T Cowell is an Insurance Agent of NM.