Financial Planning Associate/Financial Planning Coordinator - Northwestern Mutual (austin, texas) in Austin, Texas For Sale
Job Description:/h3:
The role of the Financial Planning Associate is to help financial representatives increase productivity by providing administrative, marketing, and service support for risk and investment operations.
Responsibilities include:
Operations and Marketing Support
:
Administer the Start:up kit to onboard new representatives
:
Order business cards
:
Order stationery
:
Order marketing materials
:
FR website setup
:
FR voicemail setup
:
FR email signature setup
:
Professional profiles
:
Review marketing site on LINKnet
:
Generate feed lists
:
Collect and input client meeting notes into CRM
:
Maintain complaint file
:
Maintain check and order logs
:
Client On:boarding
:
Manage underwriting process
:
Pre:fill applications
:
Pre:check applications for completeness and accuracy
:
Submit applications
:
Schedule requirements and medical exams
:
Monitor Daily Status Report (DSR) and take action on cases needing attention
:
Open/fund Investment accounts in NetX360
Client/Account Maintenance
:
Process investment service requests
:
Funds disbursements
:
Account transfers
:
Trade correction requests
:
Process risk product (POS) service requests
:
Prepare and manage client communications
:
Maintain compliant electronic client files
Source: http://www.tiptopjob.com/jobs/xxxxxxxx_job.asp?source=backpage