Investment Operations & Contract, Licensing and Registration Assistant at Northwestern Mutual -[...]

Comunidade Metodista; Skokie (IL); On-site; USD 42,000 - 60,000; Full time

Job summary

Northwestern Mutual in Skokie, IL seeks an Investment Operations & Contract, Licensing and Registration Assistant to support daily operations in the office. The role handles mail distribution, deposits, filing, and basic account maintenance while assisting the Investment Operations Manager on various projects.

Ideal candidates excel in communication, confidentiality, and multitasking in a fast-paced environment and are proficient with MS Office tools (Word, Outlook, Excel).

Qualifications

• Experience supporting contracting, licensing or registration processes.
• Excellent written and verbal communication skills.
• Strong organizational skills with attention to detail.

Responsibilities

• Open and distribute mail and prepare outgoing pouch/overnight mail.
• Maintain daily logs for deposits and approvals.
• File and log correspondence and forms.
• Process account maintenance requests.
• Assist Investment Operations Manager with administrative projects.

Skills

Effective communication

Multitasking

Confidentiality

Diplomacy

Problem solving

Attention to detail

Adaptability

Team player

MS Office proficient

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

Investment Operations & Contract, Licensing and Registration Assistant job at Northwestern Mutual - Greater Chicago. Skokie, IL.

Investment Operations & Contract, Licensing and Registration Assistant (Full Time & In Office) JOB DESCRIPTION Primary Duties:

• Open and distribute mail. Prepare outgoing NMIS pouch mail or overnight mail.
• Maintain daily bank deposits, check and order logs for Agency Supervisory review/approval.
• File and log appropriate correspondence and forms.
• Processes account maintenance requests.
• Support the Investment Operations Manager with various administrative projects on an ad-hoc basis
• Using Home Office systems, administer, input, track and follow-up on requirements and appropriate paperwork for contracting, licensing or registration of personnel. This includes new personnel, changes to existing personnel or termination of personnel.
• Provides information on the technical requirements of the contracting, licensing and registration process to appropriate personnel.
• Act as liaison between the Network Office and Home Office throughout the entire contracting, licensing and registration processes.
• Act as liaison between the Network Office and background investigation company for requesting and follow up of inspection reports. Flag findings to the Managing Partner and/or Director of Network Office Supervision for determining appropriate action.

Skill Set:

• Strong oral and written communication skills required; ability to clearly present information through spoken or written word, read and interpret information. Good listening skills needed as well with a customer and team focus.
• Ability to multitask is required; action-oriented personality is required.
• Ability to maintain a high degree of confidentiality is essential.
• Ability to use high degree of diplomacy in handling difficult situations.
• Ability to problem solve and take action in solving problems while exhibiting judgment and a realistic understanding of the core issues; able to use reason; able to review facts and weigh options.
• Strong organizational skills needed and attention to detail.
• Able to maintain high quality standards, despite pressing deadlines.
• Ability to think on your feet and adapt to a fast paced, changing environment.
• Must be proficient in Microsoft programs (Word, Outlook & Excel).
• Ability to be a team player.