Financial Services Assistant

Northwestern Mutual; Honolulu (HI); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial institution in Honolulu is seeking a full-time Financial Services Assistant. This role involves providing administrative support to a financial advisor, coordinating client communications, preparing financial documentation, and ensuring top-tier customer service. Strong analytical and communication skills are essential, along with proficiency in Microsoft Office. A high school diploma is required, while a degree in a related field is a plus. The position demands attention to detail and effective collaboration within a growing team.

Qualifications

• Experience in a financial or administrative role is preferred.
• Proficiency in Financial Services and Finance principles.

Responsibilities

• Provide administrative support to a financial advisor.
• Coordinate client communications and prepare financial documentation.
• Handle inquiries and perform data entry.
• Assist with account management and scheduling.

Skills

Strong Analytical Skills

Exceptional Communication

Customer Service Skills

Attention to Detail

Time Management

Multi-tasking Abilities

Education

High school diploma or equivalent

Associate's or Bachelor's degree in finance, business, or related field

Tools

Microsoft Office Suite

Job description

Northwestern Mutual is a people-first financial institution focused on providing clarity and long-term planning for clients. Serving over 4.5 million individuals, the company offers life, disability income, and long-term care insurance, as well as annuities, brokerage, advisory, trust services, and discretionary portfolio management. With $265 billion in assets under management and over $1.8 trillion in life insurance protection in force, Northwestern Mutual has a significant presence in the financial industry. Headquartered in Milwaukee and New York, the company supports a diverse team of financial advisors nationwide, emphasizing inclusivity and innovation for the future of financial security.

Role Description

This is a full-time, on-site role for a Financial Services Assistant based in Honolulu, HI. The Financial Services Assistant will be responsible for providing administrative support to a financial advisor and their growing practice and delivering top-tier customer service. Day-to-day tasks include coordinating client communications, preparing financial documentation, handling inquiries, performing data entry, and assisting with account management and scheduling. The role demands accuracy, organizational skills, and effective collaboration with team members.

Qualifications

• Strong Analytical Skills and the ability to analyze client financial data
• Exceptional Communication and Customer Service skills to engage with clients and team members effectively
• Attention to detail, time management, and multi-tasking abilities
• Experience in a financial or administrative role is preferred
• Proficiency with relevant software tools such as Microsoft Office Suite
• High school diploma or equivalent; an associate's or bachelor\'s degree in finance, business, or a related field is a plus
• Proficiency in Financial Services and Finance principle