Operations Specialist

Northwestern Mutual

Operations Specialist supporting business operations and client services for a financial advisory firm. Requires organizational skills to enhance efficiency and client experience in a hybrid work environment.

Posted 5/26/2026full-timeMinnetonka • Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $55,000 per yearWebsite

About the role

Key responsibilities & impact

Business operations & administrative support
Client service support: executing directives based on client needs
Some ongoing calendar management and communication with clients regarding scheduling.
Manage client communication including correspondence, notes, files, and maintaining 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: 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

Requirements

What you’ll need

Bachelor’s degree required
1-2 years of business operations and/or administrative support experience preferred
MN State Life, Accident and Health licensed, or ability to gain licensing within 30 days of employment
Client Resource Management experience preferred

Benefits

Comp & perks

Benefits eligible after 90 days.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business operationsadministrative supportclient service supportcalendar managementunderwriting supportinvestment operationsapplication processingrecord managementcompliance managementclient resource management

Soft Skills

communicationprofessionalismorganizational skillsattention to detailconfidentialityclient relationsproblem-solvingadaptabilityteam collaborationtime management

Certifications

Bachelor's degreeMN State Life LicenseAccident and Health License