Operations Associate

Northwestern Mutual • Baxter, MN

1d • Onsite

About The Position

Cowell Financial is an established, comprehensive financial advisory firm located in the beautiful Brainerd Lakes Area. The firm is committed to helping clients achieve financial clarity and security through thoughtful advice and personalized service. As the firm grows, they are seeking a self-disciplined, detail-oriented Operations Associate to join their team and support the administrative backbone of their financial planning practice. This role involves working closely with the Director of Operations to ensure the smooth execution of investment and insurance-related processes. The position combines client communication with backend administration and is suitable for someone who thrives in a fast-paced, collaborative environment and values accuracy, follow-through, and exceptional client service.

Requirements

• Proficient with Microsoft Excel, Outlook, and Word
• Strong written communication skills, including excellent grammar, punctuation, and typing skills
• Demonstrated critical thinking and problem-solving ability
• Meticulous attention to detail and commitment to accuracy
• Proven ability to manage multiple projects and deadlines simultaneously
• Strong sense of confidentiality and adherence to compliance standards
• Welcomes and expects change and desires to work in a fast-paced, efficient, and high-performing environment
• Reliable, deadline driven, and able to prioritize work effectively
• Possesses a “can do,” positive attitude

Nice To Haves

• Post secondary degree
• Prior experience in the financial industry
• Preferred licensing: Life/Health, SIE, Series 6, Series 63, or Series 7

Responsibilities

• Support the Director of Operations on a full range of departmental tasks across investment and insurance workflows
• Communicate directly with clients by phone and email to gather information, clarify instructions, and provide status updates
• Prepare and submit applications, paperwork, and account forms for insurance and investment products
• Execute directives reflecting client needs and internal priorities with precision and timeliness
• Keep up to date on software updates, new product offerings, and compliance requirements
• Participate in ongoing training and professional development to strengthen technical and industry knowledge

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: No Education Listed
• Number of Employees: 1,001-5,000 employees