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Executive Assistant

Northwestern Mutual

Northwestern Mutual

Hoover, AL, USA
Posted on Monday, August 28, 2023

The ideal candidate will provide top-level assistance for financial advisors. They should be well-organized and be comfortable scheduling meetings and responding to emails on the advisor's behalf. Lastly, this individual should be able to run reports and help manage day to day operations. 



  • Phoning current and prospect clients to request information and/or schedule follow-up appointments
  • Researching potential clients through LinkedIn
  • Run monthly reports to help track business goals
  • Responding to emails and document requests on behalf of executives
  • Manage social media posts and DMs


  • Bachelor's degree or equivalent experience
  • Proficient in Microsoft Office suite
  • Experience in managing multiple priorities, administrative coordination, and logistics
  • Well-organized, detail-oriented, ability to multi-task with great follow-up skills
  • Strong written and verbal communication skills