Operations Associate

Northwestern Mutual • Baxter, MN

3d

About The Position

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 Qualifications 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 Possesses a “can do positive” attitude Post-secondary degree and work experience in the financial industry preferred Preferred licensing; Life/Health, SIE, series 6, series 63, series 7 (already achieved some or all licensing, with ability to earn all) 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 David T Cowell uses Cowell Financial as a marketing name for doing business as representatives of Northwestern Mutual. Cowell Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. David T Cowell is an Insurance Agent of NM.

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
• Possesses a “can do positive” attitude
• Post-secondary degree and work experience in the financial industry preferred

Nice To Haves

• Preferred licensing; Life/Health, SIE, series 6, series 63, series 7 (already achieved some or all licensing, with ability to earn all)

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