1-3 years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Full time
Job Category:
Administrative Support
(This job is no longer available)
Grad Date

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Job Description

Administrative Support Position

Fast paced Financial Planning firm in Downtown Cleveland with a great entry level opportunity for someone with office experience!

General responsibilities

The responsibility of the is to serve as the primary contact for customers and policy owners and assist with work as needed.

Specific responsibilities include but will not be limited to:

  • Greet visitors and direct them appropriately
  • Answer, screen and record telephone call's
  • Maintain telephone system and agency directory
  • Process in coming and outgoing mail; deliver out going mail to Post Office
  • Maintain the reception area
  • Make copies, send and distribute faxes and maintain copy and fax machines
  • Maintain invent or/and order office supplies as needed
  • Answer basic policy owner/policy benefit questions
  • Act as administrative support for Financial representatives/staff as needed
  • Complete and/or assist with projects as assigned by the Office Manager/Director of Operations


    • Associates Degree or 2 years Office Experience
    • Strong Computer and Microsoft Office experience
    • Multi-line phone experience preferred
    • Customer service experience strongly preferred
    • Ability to handle detailed work with high degree of accuracy
    • Excellent interpersonal skills
    • Experience in problem solving
    • High level of organizational skills
    • Excellent written and oral communication skills

    Competitive Salary and full benefits package.


    Applicants must be eligible to work in the specified location

    About Northwestern Mutual Financial Network

    The Northwestern Mutual Life Insurance Company - Milwaukee, WI (Northwestern Mutual) has helped clients achieve financial security for more than 150 years. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC, broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company, limited purpose federal savings bank; and Northwestern Long Term Care Insurance Company.