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Financial Planning Assistant

Northwestern Mutual

Northwestern Mutual

This job is no longer accepting applications

See open jobs at Northwestern Mutual.
Accounting & Finance
New York, NY, USA
Posted on Friday, February 9, 2024

Job description

We are currently seeking a detail oriented, client centered assistant to support a busy Financial Planning practice in New York City, NY. This role is based out of the office and remote work is not available.


The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The assistant is a liaison between the home office, financial representative, network office support team and clients.


  • Maintain financial representative’s calendar and schedule follow-up appointment
  • Answer telephone calls and direct them as appropriate
  • Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
  • Contact clients to set up follow-up meetings with representative
  • Contact clients to confirm receipt of forms or request return of completed forms
  • Maintain current client information for all product lines
  • Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
  • Communicate with home office as needed to supply or obtain information
  • Schedule medical exams and obtain medical records for clients
  • Case preparation for client/prospect meetings


  • Strong communication skills
  • High degree of accuracy, attention to detail and excellent organizational skills
  • Strong technology skills and knowledge and ability to operate database systems
  • Self-motivated and client centered
  • Previous experience in a busy administrative support role

Job Type: Full-time

Salary: Up to $60,000.00 per year


· 8 hour shift

· Monday to Friday

Ability to commute/relocate:

· Financial District, NYC : Reliably commute or planning to relocate before starting work (Required)


· High school or equivalent (Preferred)


· Administrative: 3 years (Preferred)

Work Location: 1 Battery Park Plaza STE 3350, New York, NY 10004

This job is no longer accepting applications

See open jobs at Northwestern Mutual.