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

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  • Northwestern Mutual - Greater Chicago
  • Skokie, IL

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, Home office, Night shift,

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