This position is for a Financial Planning team run by Reid Matsushima.

We are associated with Northwestern Mutual.

https://www.northwesternmutual.com/financial/advisor/reid-matsushima/about-reid

Job Summary

This is a full-time on-site Executive Assistant role located in Honolulu, HI. We are seeking a highly organized and detail-oriented Executive Assistant to support our financial planning team. This role requires an individual with a strong ability to handle multiple priorities, including insurance processing duties critical to the smooth operation of our risk business.

Key Responsibilities

Advisor Support:

Provide high-level administrative support to executives on:

- Calendar coordination

- Travel arrangements

- Coordinate team meetings and agendas

- Handles physical mailings and mass Outlook email lists

Insurance Processing:

- Process insurance applications and handle necessary documentation.

- Assist in underwriting and application processing.

- Maintain records of insurance policies, claims, and related documents.

Team Support:

- File management and organization

- CRM & Client management

- Edit and input case notes

- Complete and/or assist with projects as assigned by the Operations Manager

Confidentiality:

Handle sensitive information with confidentiality and discretion. A background check will be required.

We are looking for the following Skills:

- Proficiency in Microsoft Office Suite

- Organizational skills and strong attention to detail

- Clear, straightforward communicator in both verbal and written formats

- Ability to multitask and prioritize tasks effectively

- Can “Manage Up” and communicate needs clearly

- Prefers not to be micromanaged and loves to take charge of tasks

- “Batteries Included” personality (looks for solutions first)

Qualifications

Education: Bachelor’s degree in Business Administration (or related field) preferred.

Experience:

Insurance or Financial experience is NOT REQUIRED.

Administrative experience is preferred (3+ years would qualify for a higher salary)

Benefits:

- Sick time provided separately after 30 days

- Health, dental, and vision insurance after 90 days

- Partial remote work can be negotiated after an initial training period.

- Vacation time allotted after 6 months

- 401(k) with matching contributions after 1 year

- Growth opportunities for insurance/health licensing and beyond

Interested candidates are welcome to send a resume to taylor.bair@nm.com with the subject line "Executive Assistant Application – [Your Name]"

Reid Matsushima & Northwestern Mutual are equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Description

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through personalized insurance and investment solutions. With assets totaling $265.0 billion and over $1.8 trillion in life insurance protection, Northwestern Mutual serves more than 4.5 million clients across the nation. The company values diversity, growth, and a digital-first approach to financial services.