Contract, License and Registration Coordinator

Northwestern Mutual; Seattle (WA); On-site; USD 60,000 - 75,000; Full time

Job summary

Northwestern Mutual in Seattle is seeking a detail-oriented administrator to manage onboarding, contracting, licensing, and NMIS registrations for new and existing financial representatives and staff. You will coordinate with Network, District and Home Offices, ensuring accurate recordkeeping and confidentiality across the process.

You will oversee licensing study materials (SIE, S7, S6 and S63), license transfers, and use multiple applications to track progress and communicate requirements to

Qualifications

• Experience with contracting, licensing, or registration processes.
• Ability to manage sensitive information confidentially.
• Experience coordinating with multiple offices and stakeholders.
• Proficiency with various applications to track and input requirements.

Responsibilities

• Own the onboarding process for new financial representatives, associates and staff who accepted offers.
• Own recordkeeping for contracting, changes, and terminations for financial representatives and staff.
• Own the NMIS Registration process for new and existing staff.
• Manage licensing study materials (SIE, S7, S6, S63) for licenses.
• Manage license transfers for residents and non-residents.
• Maintain confidentiality throughout all processes.
• Use applications to administer, input, track, and follow up on requirements.
• Distribute information on technical requirements to stakeholders.

Skills

Contract management

Licensing process

Recordkeeping

Stakeholder communication

Confidentiality

Job description

• Own the onboarding process for new financial representatives, associate financial representatives and staff who have accepted an offer while facilitating collaboration and communication between stakeholders within Network, District and Home Offices.
• Own recordkeeping for the contracting of new financial representatives and staff, contract changes for existing financial representatives and staff, and the termination of financial representatives and staff within the Network Office, District Offices and Ensembles.
• Own the NMIS (Northwestern Mutual Investment Services) Registration process for new and existing financial representatives, associate financial representatives and staff within the Network Office, District Offices and Ensembles.
• Manage new and existing financial representatives and staff in obtaining study materials for investment licenses (SIE, S7, S6 and S63).
• Manage new and existing financial representatives in obtaining resident licenses, non-resident licenses, and license transfers.
• Maintain confidentiality throughout all processes.
• Utilize a variety of applications to administer, input, track, and follow up on requirements for contracting, licensing or registration of individuals.
• Distribute information on the technical requirements of the contracting, licensing, and registration process to stakeholders