COMPANY OVERVIEW
Riverwalk Wealth Advisors has been recognized as one of the top financial advisors in the country two years running by the Financial Times.
Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. This is an exciting time to be a part of our culture – we are strong, innovative and growing. And we want you to grow with us.
Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including:
- One of the Top 10 U.S. Independent Broker-Dealers (Financial Advisor Magazine, 2019)
- 111 on the FORTUNE® 500 list
POSITION OVERVIEW
This is an entry-level position within a team setting, working in a fast-paced, high volume wealth management practice located in the Tampa Bay area, recognized by the Financial Times as one of the top 400 Wealth Management Advisors in the industry. This is fantastic career opportunity for someone looking to get in on the ground floor of a dynamic, driven, and successful team of associates.
We are seeking an initiative-driven, detail-oriented individual with complex calendar management experience to support the Principal Advisor and his team. The role includes complex calendar scheduling for Principal Advisor and administrative support for the team.
This role is critical to the client experience and requires a high degree of follow-through, strong interpersonal skills, a strong sense of initiative and organizational capability.
JOB RESPONSIBILITIES
- Scheduler – manage multiple complex Advisor calendars using Outlook
- Administrative support – printing, binding materials, managing supplies
- Facilities – office supplies, organization
- Client Relations – interacting with clients, maintain client files (physical and electronic), and client reports
QUALIFICATIONS
- Candidate must possess a Florida 2-15 Health, Life and Variable Annuities license or be willing to obtain within 6 months of hire
- Experience with MS Office Suite, specifically Outlook Calendar Management is required
- Excellent interpersonal skills – this position requires interaction with clients and joint-work representatives on a frequent basis
- College Degree preferred but not required
- Ability to handle detailed work with high degree of accuracy
- Filing skills
- Experience in problem-solving
- High level of organizational skills
- Excellent written and oral communication skills
- Professional office skills
- Ability to take independent action to make sound decisions
- Ability to multi-task
- Ability to be flexible and open-minded.
- Ability to work effectively with people at all levels
COMPENSATION & BENEFITS
Competitive salary and a full range of benefits including:
- Health/Dental/Vision Insurance
- Disability Income Insurance
- 401K / profit sharing
- Generous PTO / Paid Holidays
- Free weekly Team Lunch
- On-site Fitness Center
- Free Covered parking
- Reimbursement for Continuing Education and relevant licensing/designations
- Professional development opportunities
- Temporary work-from-home option due to Covid
Job Type: Full-time
Pay: $35,000.00 – $40,000.00 per year
Benefits:
- 401(k)
- Dental Insurance
- Disability Insurance
- Health Insurance
- Paid Time Off
- Professional Development Assistance
- Retirement Plan
- Vision Insurance
Schedule:
- Monday to Friday
COVID-19 considerations:
We offer a temporary work-from-home option due to Covid
Experience:
- administrative assistant: 1 year (Required)
Education:
- High school or equivalent (Required)
Work Location:
- One location
Ergonomic Workspace:
- Yes
This Job Is:
- Open to applicants who do not have a college diploma
Benefit Conditions:
- Only full-time employees eligible
Work Remotely:
- Temporarily due to COVID-19
