Operations Associate

Northwestern Mutual • Baxter, MN

2d

About The Position

Operations Associate Cowell Financial is an established comprehensive financial advisory firm located in the beautiful Brainerd Lakes Area. We are seeking an outstanding individual to join our team as an Operations and Investment Associate. This is a wonderful opportunity for an individual to be an important part of a growing firm and make a huge impact on their clients. See below for what this full-time opportunity entails and the characteristics of the right candidate. Key Responsibilities Work alongside our Director of Operations with all tasks within the department; both investment and insurance related. Many of the tasks involve working directly with clients on the phone and via email. Executing directives based on client needs Preparing applications for both insurance and investment products Keep up to date on software system enhancements, new products and compliance changes/opportunities Participate in learning opportunities

Requirements

• Proficiency in Microsoft Excel, Outlook and Word
• Excellent grammar, punctuation and typing skills
• Critical thinking and problem-solving skills
• Attention to detail and the ability to work with a high degree of accuracy
• Ability to simultaneously manage multiple projects and assignments in a timely matter
• Confidentiality and compliance
• Welcomes and expects change and desires to work in a fast-paced, efficient and high-performing environment
• Finishes what is started, adheres to deadlines, excellent at prioritizing
• Pocesses a “can do positive” attitude
• Post-secondary degree and work experience in the financial industry preferred
• Ability to earn licensing; Life/Health, SIE, series 6, series 63, series 7

Responsibilities

• Work alongside our Director of Operations with all tasks within the department; both investment and insurance related.
• Many of the tasks involve working directly with clients on the phone and via email.
• Executing directives based on client needs
• Preparing applications for both insurance and investment products
• Keep up to date on software system enhancements, new products and compliance changes/opportunities
• Participate in learning opportunities

Benefits

• Health insurance
• Dental insurance
• Long-term disability income plan
• Life insurance
• 401(k) with match
• Professional designation program
• Paid holidays & paid personal time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree