Assistant to Principal

Northwestern Mutual - Denver•Greenwood Village, CO

3d•Hybrid

About The Position

The Assistant to Principal will provide high-level personal, administrative, and client-support services to a Principal at Meadows Wealth Group. The role improves the Principal’s efficiency by managing calendar and communications, coordinating routine client tasks, and ensuring consistent follow-through across personal and business responsibilities. This position requires discretion, strong organization, and excellent follow-through.

Requirements

2+ years administrative support, personal assistant, or customer service experience (finance/wealth-management experience preferred).
Strong organizational, time-management, and multitasking skills with exceptional attention to detail.
Professional written and verbal communication skills; comfortable communicating with clients and external partners.
High level of discretion and confidentiality when handling personal and business matters.
Proficient with Microsoft Office; experience with CRM systems or similar platforms is a plus.
Demonstrated reliability, accountability, and ability to work in a fast-paced team environment.
Background check and eligibility to work in the U.S. required.

Nice To Haves

finance/wealth-management experience preferred
experience with CRM systems or similar platforms is a plus

Responsibilities

Manage and maintain the Principal’s calendar: schedule, reschedule, and follow-up appointments; prevent conflicts and follow up on outstanding items.
Manage the Principal’s inbox and telephone correspondence; assess messages, draft or send responses as directed, and/or direct to appropriate team member.
Track, follow up and complete personal and professional to-do items to ensure deadlines and commitments are met.
Coordinate personal administrative tasks (appointments, errands, travel bookings, expense tracking) with discretion.
Prepare meeting materials, print proposals, and assemble client files as directed.
Handle routine client communications: initial outreach, reminders, follow-ups, and status updates.
Monitor the Client Activity Report (CAR) and complete required follow-up tasks (late payments, document uploads, missing signatures).
Process incoming non-securities client service requests (address/bank changes, loan requests, ISA inquiries) or route to the appropriate team member.
Confirm receipt of forms and contact clients for return of completed documents.
File statements, account forms, and other insurance/investment related materials; coordinate seminar/event registrations and materials.
Maintain accurate client case notes and client case files.
Communicate with home office, Northwestern Mutual Investment Services (NMIS), and fund families to obtain or supply requested information.
Execute routine team administrative tasks and support other team members as needed.
Adhere to company policies and regulatory/compliance requirements when handling client information.