What are the responsibilities and job description for the Executive Assistant position at Northwestern Mutual?
Our growing, fast-paced financial services firm in Melville, NY is seeking an Executive Assistant or Associate Financial Representative for a full-time position to handle the following duties:
Responsibilities:
- Preparing client applications (data entry).
- Scheduling appointments and managing calendar for one Financial representative.
- Corresponding via phone and e-mail with clients to answer questions and handle client service requests.
- Preparing Microsoft Word and Excel documents for meetings.
- Maintaining client files and ensuring that paperwork is being filed in accordance with compliance regulations.
- Mailing out client birthday cards and client paperwork.
- Maintaining an organized work-flow and task list to ensure that projects are completed in a timely fashion.
- Utilizing various proprietary computer applications to manage client data.
- Inputting and managing client data in our CRM system.
Skills:
- Work experience as an Executive Assistant or Associate FR
- Energetic and focused
- Exceptional attention to detail
- Outstanding organizational and time management skills
- Extensive experience using Microsoft Excel and Word
- Ability to type is a big plus
- Ability to handle phone calls with sophisticated clientele
Please include a brief e-mail or cover letter detailing why you'd be a good fit for this role, and how your experience aligns with the requirements listed in this ad. We're looking forward to meeting you.
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
COVID-19 considerations:
All visitors to our building are required to be vaccinated.
Education:
- Bachelor's (Required)
Work Location: One location
