Part-Time Financial Services Support Specialist

Northwestern Mutual; Mishawaka (IN); On-site; USD 28,000 - 33,000; Part time

Benefits offered by this job

Competitive hourly wage

In-office role in Mishawaka

Training and development opportunities

Experience in financial planning

Job summary

Northwestern Mutual in Mishawaka, Indiana, is seeking a part-time Associate Financial Representative to provide administrative, operational, and client service support in-office. The role helps keep client files up to date and coordinates meetings, forms, and communications while supporting the advisor and home office teams.

The position emphasizes organization, confidentiality, and a proactive service mindset for ongoing client relations and financial planning engagement.

Qualifications

• Experience in administrative support or professional office environments is preferred.
• Healthcare or financial services exposure is a plus.
• Health and Life Insurance license preferred, or willing to obtain within 3 months.

Responsibilities

• Manage client files, correspondence, and case notes.
• Schedule appointments and coordinate follow-ups.
• Process forms and service requests requiring client signatures.
• Coordinate events, marketing mailings, and client outreach.

Skills

Administrative support

Customer service

Microsoft Office

Communication

Time management

Attention to detail

Teamwork

Job description

Northwestern Mutual in Mishawaka, Indiana, is seeking a part-time Associate Financial Representative to provide administrative, operational, and client service support in-office. The role helps keep client files up to date and coordinates meetings, forms, and communications while supporting the advisor and home office teams.

The position emphasizes organization, confidentiality, and a proactive service mindset for ongoing client relations and financial planning engagement.