Northwestern Mutual · 5 hours ago
Office Administrative Assistant
Appleton, WI
Full-time
Onsite
Entry Level
$17/hr - $23/hr
1+ years expNorthwestern Mutual is seeking an Office Administrative Assistant to specialize in client service and support financial advisors in their practice. The role involves maintaining an organized office, handling case notes, scheduling appointments, and acting as a liaison between clients and the financial advisor.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Handle case notes, process correspondence, and maintain client case files
File statements, account forms, and other insurance/investment-related materials
Maintain financial advisor’s calendar and schedule follow-up appointments
Answer and direct telephone calls, as appropriate
Maintain supplies of current insurance/ investment-related marketing materials
Input data, print proposals, and gather information at direction of financial representative in preparation for client/prospect meeting
Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
Prepare/print letters of instruction for client signature
Prepare policies for delivery
Qualification
Required
Excellent oral and written communication skills
Familiarity with Microsoft applications and data entry and information retrieval software
Demonstrated organizational and time management skills, set priorities, and meet deadlines
Strong attention to detail with the ability to work with a high degree of accuracy
Ability to proactively identify what needs to be accomplished and take action as appropriate
Has interest in learning and growing on a continuous basis
Ability to embrace change and work in a fast-paced environment
Ability to work both independently and in a team
Ability to maintain confidentiality
Preferred
Bachelor's Degree preferred but not required
Financial Service or Insurance industry experience preferred
Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
Financial concepts: 1 year (Preferred)
Ability to Commute: Appleton, WI 54913 (Preferred)
Ability to Relocate: Appleton, WI 54913: Relocate before starting work (Preferred)
Benefits
401(k)
Life insurance
Paid time off
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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2026-01-22
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2026-01-17
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