Financial Advisor Assistant

Financial Advisor Assistant

Northwestern Mutual

Job Description:

An AFR responsibilities include supporting the financial representative to ensure the continuation of an efficient, effective, and organized office. Specific responsibilities may include but are not limited to:

Responsibilities

Help handling case notes, maintaining client case files, and filing new statements, account forms and other insurance and investment related materials

Ensuring investment and insurance compliance requirements are implemented and followed

Preparing and processing all paperwork needed for insurance applications and new investment/advisory accounts

Monitoring insurance applications while in underwriting and expedite any additional underwriting requirements

Review insurance applications, conversions and policy changes for completeness and accuracy

Contact and advise clients regarding late payments and other non-securities sales and service related issues

Receiving and forwarding checks and related paperwork to insurance or investment operations area

Corresponding with clients and home office for all insurance and investment services issues

Salary Range: Pay: Dependent on Experience

Qualifications:

Active Life and Health Insurance licensed (preferred)

Financial Service or Insurance industry experience preferred

Experience in administrative support or customer service, preferably in the financial services and/or insurance industry

Ability to proactively identify what needs to be accomplished and take action as appropriate

Demonstrated ability to maintain effective working relationships with clients

Excellent oral and written communication skills

Strong attention to detail with the ability to work with a high degree of accuracy

Ability to manage multiple diverse projects and assignments in a timely manner

Able to work both independently and on a team

Ability to maintain confidentiality