Northwestern Mutual

Operations Associate

Northwestern Mutual

full-time

Posted on:

Location Type: Hybrid

Location: St. Cloud • Minnesota • United States

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Salary

💰 $40,000 - $50,000 per year

About the role

  • 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
  • Participate in learning opportunities

Requirements

  • Bachelor’s degree preferred in finance or related field
  • Financial operations and/or financial planning experience preferred
  • MN State Life, Accident and Health licensed, or ability to gain licensing within six months of employment
  • Client Resource Management experience preferred
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business operationsadministrative supportclient service supportunderwriting supportinvestment operations supportfinancial operationsfinancial planningapplication processingrecord managementcompliance monitoring
Soft Skills
client communicationorganizational skillsattention to detailproblem-solvingcollaborationadaptabilitytime managementinterpersonal skillscustomer servicelearning agility
Certifications
Bachelor's degreeMN State Life LicenseAccident and Health License