Please ensure Javascript is enabled for purposes of website accessibility Northwestern Mutual - Administrative Assistant - Job Description - #chamber_master_heading# - Marshall MN Chamber of Commerce

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The growth of our financial firm is exciting, and with that growth comes an opportunity to join our office in Marshall as an Administrative Assistant. If you are an individual who possesses great people skills, works independently, has a passion for learning, and is interested in being a part of an amazing culture, this could be the right role for you.
The following responsibilities are some of the day-to-day operations of this fulfilling position:

  • Greet visitors and direct them appropriately
  • Answer and screen telephone calls
  • Process incoming and outgoing mail
  • Maintain the reception area
  • Act as administrative support for the financial advisor and other staff as needed
  • Assist with direct and indirect marketing efforts
  • Answer basic policy owner and policy benefit questions
  • Effectively communicate with the team, prioritizing time-sensitive tasks
  • Monitor multiple systems to ensure a successful, compliant, and service-orientated client experience
  • Assist team in staying compliant with industry regulations and company policies by maintaining proper client file documentation
  • Manage a high volume of correspondence
Qualifications – Required
  • Proficient in MS Word, Excel and other business tools and technologies
  • Ability to work with a high degree of accuracy in handling detailed work
  • Strong organizational and time management skills
  • Ability to set priorities and meet deadlines
  • Ability to adapt to change, and identify process improvements
  • Ability to maintain a high degree of confidentiality
  • Excellent interpersonal skills
  • Excellent written and oral communication skills
Qualifications - Recommended:
  • Hold an active Life, Accident & Health license
  • A bachelor's degree
 

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