Operations Specialist

Job Description

Job Description

Salary : $43,000-$55,000 DOQ

Our wealth management firm is built on a foundational truth : The best journeys are taken together. Our mission is to empower our clients financial futures through enduring partnerships, thoughtful guidance, and a commitment to helping them achieve confidence and financial clarity. We want our clients to enjoy the journey, knowing they are on the right path as we lead and serve them along the way.

The Operations Specialist serves as the primary link between our internal departments, corporate office, and the clients we serve. This individual coordinates an organized practice. This roles seamless and time-sensitive execution is critical to a memorable client experience and overall efficiency of the practice. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful, enduring client relationships. This position is located in the Northwestern Mutual Minnetonka District Office, located at 601 Carlson Pkwy Ste 300, Minnetonka, MN 55305.

Responsibilities include but are not limited to :

• Business operations & administrative support
• Client service support : executing directives based on client needs
• Manage client communication including correspondence, notes, files, and maintain compliant client records
• Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
• Underwriting support : schedule necessary medical exams, obtain pre-application Information, prepare insurance applications, update client records, monitor applications in underwriting and prepare policies for delivery
• Investment operations support : Partner with internal Planning Department to open and track new investment accounts, prepare Investment paperwork for implementation and complete check deposit forms, and track money transfers
• Keep up to date on software system enhancements, new products and compliance changes / opportunities
• Maintain a high level of professionalism while handling confidential and sensitive information
• Participate in learning opportunities

Qualifications :

Performance Skills :

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, view their information at http : / / benjamintoenies.nm.com.