Administrative Assistant
Northwestern Mutual Financial- St. Pete - Saint Petersburg, FL

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We are looking for a full-time associate to join our fast paced financial practice in downtown St Petersburg. The candidate will work closely with Financial Representatives of a major financial firm and should be a self-starter with exceptional follow through skills.

Job Duties:

Proactive sales support and customer service
Handle client service inquiries, ensure follow through and prompt responses
Maintain case files and correspondence
Database input and maintenance of compliant case notes
Generate proposals and meeting presentations
Review applications for completeness and gather additional information

Skills and Experience:

High level of professionalism
Team player and positive attitude
Ability to learn and work in a fast-paced environment
Strong attention to detail
Proven customer service experience
Proficient in Microsoft Excel, Outlook, and Word
Background check and fingerprinting required

Indeed - 7 months ago - save job
About this company
Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions. Since our founding in 1857,...