Investment Operations & Contract, Licensing and Registration Assistant job at Northwestern Mutual - Greater Chicago Skokie, IL, US

Job Description

Investment Operations & Contract, Licensing and Registration Assistant (Full Time & In Office) JOB DESCRIPTION Primary Duties:

Open and distribute mail. Prepare outgoing NMIS pouch mail or overnight mail.
Maintain daily bank deposits, check and order logs for Agency Supervisory review/approval.
File and log appropriate correspondence and forms.
Processes account maintenance requests.
Support the Investment Operations Manager with various administrative projects on an ad-hoc basis
Using Home Office systems, administer, input, track and follow-up on requirements and appropriate paperwork for contracting, licensing or registration of personnel. This includes new personnel, changes to existing personnel or termination of personnel.
Provides information on the technical requirements of the contracting, licensing and registration process to appropriate personnel.
Act as liaison between the Network Office and Home Office throughout the entire contracting, licensing and registration processes.
Act as liaison between the Network Office and background investigation company for requesting and follow up of inspection reports. Flag findings to the Managing Partner and/or Director of Network Office Supervision for determining appropriate action.

Skill Set:

Strong oral and written communication skills required; ability to clearly present information through spoken or written word, read and interpret information. Good listening skills needed as well with a customer and team focus.
Ability to multitask is required; action-oriented personality is required.
Ability to maintain a high degree of confidentiality is essential.
Ability to use high degree of diplomacy in handling difficult situations.
Ability to problem solve and take action in solving problems while exhibiting judgment and a realistic understanding of the core issues; able to use reason; able to review facts and weigh options.
Strong organizational skills needed and attention to detail.
Able to maintain high quality standards, despite pressing deadlines.
Ability to think on your feet and adapt to a fast paced, changing environment.
Must be proficient in Microsoft programs (Word, Outlook & Excel).
Ability to be a team player.

Job Tags

Full time, Contract work, Work at office, Home office, Night shift,

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