Client-Focused Office Administrator - Financial Services

Northwestern Mutual; Florham Park (NJ); On-site; USD 42,000 - 54,000; Full time

Job summary

Northwestern Mutual is seeking a friendly, organized Office Assistant to be the primary contact for clients and policy owners, handling front-desk tasks and general administrative support for financial professionals. This role emphasizes accuracy, multitasking, and strong communication as you greet visitors, manage calls, handle mail, and coordinate with the office team.

If you value a collaborative environment and can adapt to a busy office, this position offers a hands-on entry path into

Qualifications

• Basic computer and Microsoft Office experience.
• Multi-line phone experience preferred.
• Customer service experience strongly preferred.

Responsibilities

• Greet visitors and direct them appropriately.
• Answer, screen and record telephone calls.
• Maintain telephone system and agency directory.
• Process incoming and outgoing mail; federal express to home office nightly mail.
• Report policies and other reporting requirements.
• Log and process incoming investment checks – email FR’s for instructions.
• Log incoming and outgoing policies.
• Maintain the reception and Kitchen areas.
• Act as a liaison between office and building management to address issues.
• Make copies, e-file incoming investment correspondence, maintain copy and fax machines.
• Maintain inventory and order office supplies as needed.
• Answer basic policy owner/policy benefit questions.
• Act as administrative support for financial representatives/staff as needed.
• Complete and/or assist with projects as assigned by the Office Manager/Director of Operations.
• Cross-train in other support roles.

Skills

Customer service

Multiline phone experience

Attention to detail

Organizational skills

Written and verbal communication

Problem solving

Independent decision-making

Multi-tasking

Interpersonal skills

Flexibility

Teamwork

Tools

Microsoft Office Suite

Job description

Northwestern Mutual is seeking a friendly, organized Office Assistant to be the primary contact for clients and policy owners, handling front-desk tasks and general administrative support for financial professionals. This role emphasizes accuracy, multitasking, and strong communication as you greet visitors, manage calls, handle mail, and coordinate with the office team.

If you value a collaborative environment and can adapt to a busy office, this position offers a hands-on entry path into