Wealth Management Executive Assistant - Client Experience

Northwestern Mutual; Minneapolis (MN); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid Work Schedule

Unlimited PTO

65% employer subsidy on health insurance

100% employer paid dental and vision insurance

401(k) with employer match

Maternity / Paternity Leave

Job summary

Northwestern Mutual is seeking an Executive Assistant based in Minneapolis, MN. This position involves managing the advisor's calendar, client communications, and facilitating an exceptional client experience.

The ideal candidate thrives in a fast-paced environment, maintains confidentiality, and has strong communication skills. Benefits include a hybrid work schedule, unlimited PTO, and significant health insurance subsidies.

Qualifications

• Strong written and oral communication skills.
• High attention to detail and ability to multi-task.
• Experience in a professional administrative role.

Responsibilities

• Manage calendar and email inbox for the advisor.
• Schedule client meetings and manage client experience.
• Maintain organized electronic files and update CRM.

Skills

Confidentiality

Written and oral communication

Organizational skills

Multi-tasking

Tools

CRM system

Job description

Northwestern Mutual is seeking an Executive Assistant based in Minneapolis, MN. This position involves managing the advisor's calendar, client communications, and facilitating an exceptional client experience.

The ideal candidate thrives in a fast-paced environment, maintains confidentiality, and has strong communication skills. Benefits include a hybrid work schedule, unlimited PTO, and significant health insurance subsidies.