Senior Executive Assistant at Northwestern Mutual

Milwaukee, Wisconsin, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

Previous experience supporting SLT/ELG leader at NM
Associates degree or specialized training; college degree preferred
Strong technical skills in MS Office
Strong organizational skills and planning skills
Excellent interpersonal skills and strong people skills as well as strong written and verbal communication
Resourceful and adaptable to handle a variety of tasks
Ability to manage the executive’s calendar, travel arrangements and schedules meetings and appointments across multiple time zones
Ability to oversee and monitor all correspondence, emails, calls, mail, etc
Ability to draft communications, reports, presentations, and spreadsheets; may conduct research and generate reports by collecting data from various tools or consolidating information
Ability to file and organize all documents both paper and electronic including emails, reports, presentations, etc
Ability to prioritize and ensure timely deadlines are met on multiple tasks within a fast-paced environment
Ability to manage and monitor expenses to meet company budget requirements
Ability to prioritize projects and be proactive
Ability to maintain strict confidentiality in handling materials and sensitive information
Ability to attend meetings as requested to both participate and to prepare agendas, documents and follow ups
Ability to lead the teamwork, partnership and coordination of work across the Function EA/AA team
Ability to coordinate large meetings and work with other executive assistants as needed

Responsibilities

Manages the executive’s calendar, travel arrangements and schedules meetings and appointments
Oversees and monitors all correspondence; emails, calls, mail, etc
Drafts communications, reports, presentations, and spreadsheets. May conduct research and generate reports by collecting data from various tools or consolidating information
Manages meetings, prepare agendas, coordinate presentations, and take meeting minutes where appropriate. Coordinate functional employee meetings and events
Files and organizes all documents both paper and electronic including emails, reports, presentations, etc
Manages and monitors expenses
Assists in elevating the employee experience by coordinating employee events and functional communications
May take on special projects
May provide work direction to other administrative staff
Maintains strict confidentiality in handling materials and sensitive information

Skills

Calendar Management

Travel Arrangements

Meeting Coordination

Email Management

Report Drafting

Presentation Preparation

Spreadsheet Management

Research

Expense Management

Event Coordination

Confidentiality

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters

1856Year Founded

N/ACompany Stage

Consulting, Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.

Internal competition may arise from Wellthi's focus on the Black community.

Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.

The company launched 'The Great Realization' campaign to refocus customer priorities.

Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.

Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.

Digital transformation in insurance leads to more personalized customer experiences.

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