Administrative Assistant

Fountain Wealth Advisors is a rapidly growing, integrated financial services firm. They were listed in the 2024 Best in State Top Financial Security Professionals. We proudly represent the 155-year tradition of Northwestern Mutual, which has recently been recognized as one of the largest and fastest growing Broker/Dealers in the industry. The rapid growth of our firm brings an opportunity to join one of Northwestern Mutual's premier teams as an Administrative Associate.POSITION RESPONSIBILITIES Work with team and clients to manage client service needs - addressing inquiries and resolving issues promptlyMaintain accurate client records and reporting and CRM maintenanceComplete, submit, and track insurance paperworkManage service-related tasks for client insurance policiesFollow up with client DocuSign, etc.Meeting preparationMaintain and update advisor websiteManage team marketing planConsult with Home Office on complex transactionsManage calendar for teamTasks and Projects as assignedPOSITION QUALIFICATIONS- REQUIRED Excellent interpersonal skillsHigh degree of organizational skillsExcellent written and oral communication skillsAbility to maintain a high degree of confidentialityPOSITION QUALIFICATIONSObtain Life, Accident & Health license within 6 months of employment

Created: 2025-02-22