Investment Operations Assistant
Northwestern Mutual - Greater Chicago
Location
Skokie, IL | United States
Job description
Investment Operations Assistant (Part Time)
JOB DESCRIPTION
Please note, this job is part-time, 5 days a week in the office in Skokie, IL, 25-28 hrs/week.
Primary Duties:
- Open and distribute mail. Prepare outgoing NMIS pouch mail or overnight mail.
- Maintain daily bank deposits, check and order logs for Agency Supervisory review/approval.
- File and log appropriate correspondence and forms.
- Processes investment account maintenance requests.
- Support the Investment Operations Manager with various administrative projects on an ad-hoc basis
Skill Set:
- Strong oral and written communication skills required; ability to clearly present information through spoken or written word, read and interpret information. Good listening skills needed as well with a customer and team focus.
- Ability to multitask is required; action-oriented personality is required
- Ability to problem solve and take action in solving problems while exhibiting judgment and a realistic understanding of the core issues; able to use reason; able to review facts and weigh options
- Strong organizational skills needed and attention to detail.
- Able to maintain high quality standards, despite pressing deadlines.
- Ability to think on your feet and adapt to a fast paced, changing environment
- Must be proficient in Microsoft programs (Word, Excel, PowerPoint).
- Ability to be a team player.
Job tags
Salary
