Back Office Team Lead – Financial Planning Job Vacancy in Northwestern Mutual Bozeman, MT 59715 – Latest Jobs in Bozeman, MT 59715

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Company Name : Northwestern Mutual
Location : Bozeman, MT 59715
Position : Back Office Team Lead – Financial Planning

Job Description : Work with a FORTUE 90 firm right here in Bozeman!Northwestern Mutual Montana is seeking a highly organized, detail-driven individual who will specialize in client service, team leadership, manage a variety of administrative activities to ensure efficient and smooth operations of our new advisor team. The ideal candidate will possess a high attention to detail, be friendly and outgoing with experience as a back office leaderOur Enduring PurposeWe believe people live better lives when they have financial clarity. To that end, we foster long-term partnerships with individuals and families to guide them through thoughtful, confident, and simple financial decisions that reinforce their values and accomplish their goals. We serve our clients so they can in turn make a difference in the lives of others.Essential duties:Lead a small team who perform a variety of professional administrative tasks including client management, financial plan creation, managing calendar, coaching advisors on back office processes.Coordinate and maintain client information, work with clients to obtain necessary documents and files, confirm receipt and send client information.Monitor and oversee client process from application through underwriting.Preparing detailed professional and friendly correspondence.Assist with all administrative duties for investment operation including logging correspondence, files, account maintenance requests.Measure the success of the individual advisor’s practice and train advisors in financial acumen.Direct the interviewing, hiring and training of team members and ensure cross training.Hold team members accountable to performance standardsOther Responsibilities: § Support in client experience and marketing efforts.§ Support advisors in setting up website.§ Communicate with home office on training and development opportunities for your teamQualifications:§ Experience in administrative support or customer service, preferably in the financial services and/or insurance or investment industry.§ Strong computer, keyboarding skills, data entry and ability to learn new software.§ Financial Service or Insurance experience preferred. Life and Health as well as Series 6/63 Licenses preferred – or willingness to gain within a year.§ Alignment with our vision and purpose.CompetenciesAction OrientedEnjoys working hard; is action oriented and full of energy for the things he/she sees is challenging; not fearful of acting with a minimum of planning; seizes more opportunities than othersDrive for Results. Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for resultsInterpersonal SavvyRelates well to all kinds of people, up, down and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortablyInterpersonal Communication: Relates well to all kinds of people; ability to gain trust and successfully build relationships with others; orientation toward teamwork; builds appropriate rapport; uses diplomacy and tact; can navigate critical conversations. Strong ability in both writing and verbal communication.Prioritization: Spends his/her time and the time of others on what’s is most important and effective; understands how to use time strategically and set aside distractions; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus with self and teamGood Judgement: makes better decisions than most. Ability to combine personal qualities with relevant knowledge and experience to form opinions and make decisions. Listening well to others with undivided attention understanding what is and is not said. Seeking relevant and diversity information not validation.Confidentiality: keeps personal, managerial and organizational information safe, does not gossip, is trustworthy, keeps information about individuals, the group and organization private.Who we are.Unsurpassed Financial Strength, Financial Ratings the highest in any industryFortune’s 2021 Worlds Most Admired Companies, #1 in our classTop 5 Independent Broker-DealerRanked 90 on the esteemed 2020 FORTUNE 500 list$400 million donated through the NM Foundation455,000 hours donated toward Children’s Cancer ResearchJob Type: Full-timeBenefits:401(k)401(k) matchingDental insuranceEmployee assistance programFlexible spending accountHealth insuranceHealth savings accountPaid time offParental leaveProfessional development assistanceReferral programRetirement planVision insuranceSchedule:Monday to FridayCOVID-19 considerations:We follow all local and federal Covid mandates.Ability to commute/relocate:Bozeman, MT 59715: Reliably commute or planning to relocate before starting work (Required)Application Question(s):Our firm requires background and credit checks to qualify for employment. Are you willing to undergo both?Education:Bachelor’s (Preferred)Experience:Administrative: 3 years (Preferred)Work Location: One location

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