Northwestern Mutual - Greater Chicago
Location
Skokie, IL | United States
Job description
Title
Operations Assistant (Investments and Insurance)
Description
Our growing team at Symphony Financial - a leading wealth management firm backed by Northwestern Mutual (NM) - is looking for an Operations Assistant to support our investment, insurance, and general operations. This entry-level position provides the opportunity to rapidly gain experience and grow. Symphony Financial is a top team within NM, focused on adapting new technologies and processes to deliver an exceptional client experience with superior outcomes. We have offices in Skokie and McHenry, IL, and a flexible hybrid schedule.
Our Values
- Do the Right Thing… Always
- Innovative in Our Approach
- Exceptional Service
- Respectful to All
- Always be Growing
Primary Duties
• Assist with investment and insurance account opening and service
o Gather required information from clients to prepare documents
o Prepare documents for client signature
o Assist clients with rollovers/account transfers/asset movement
o Process beneficiary and titling updates
o Process premium payments and life insurance loan requests
• Assist with general operations and servicing
o Research and respond to client inquiries (e.g. questions about their accounts, assisting with online access, etc.)
o Assist with team licensing and credential management
o CRM database maintenance
o Process client contact information updates (e.g. address changes, email address updates, phone number updates, etc.)
o Assist with directing incoming calls as needed
Requirements/Licensing
- Extremely detail-oriented and organized
- Team-oriented and other-oriented
- Growth-minded individuals
- Strong oral and written communication skills
- Familiarity with Microsoft Office Suite (Outlook, Excel, OneNote, Word)
- Expected to obtain Life and Health license in the first 90 days
- Investment licensing expected to be obtained within 9 months (must pass the SIE, Series 7, Series 63, and some internal NM assessments)
Send resume to: Andrew Pesko (
[email protected]) and Matt Serrano (
[email protected])
Job tags
Salary
