To apply: Submit your resume to Kathleen.Casey@nm.com

Company Name: Northwestern Mutual: Bouchard Financial Group - Naples

Job Title: Operations Specialist

Location: Naples, FL

Job Type: Full-time, in person

Salary: Base Pay: $55k - $60,000 per year + bonus opportunity as well

Benefits:

- Group Long Term Disability

- group life insurance starting in 2025

- SIMPLE IRA with up to a 3% match of your optional election

- Access to health insurance, PTO

Role:

- Provide Sales & Execution Team support for all new financial advisors and interns in Naples

- Perform all front-office, conference room, and kitchen administrative duties daily in Naples

Responsibilities:

- Assist the Managing Director with the day-to-day operations of the Naples office including mail opening procedures

- Assist new advisors and interns with insurance case preparation and management

- Assist new advisors and interns with insurance underwriting cycle from initiation to approval and delivery

- Manage kitchen, computer, and key-fob inventory for BFG Naples

- Handle office supplies inventory and ordering

- Plan and coordinate office outings (dinners, happy hours, inner office & outer office events, etc.)

- Maintain a clean, orderly, well-stocked, presentable, and organized office environment

- Keep front office, kitchen, conference room, and mail/copier area tidy always

- Seek answers independently before asking questions

- Manage front office and conference room

- Handle all mail procedures for Naples

- Update the submitted log and send to the Managing Director every Friday

- Assist with CRC procedures to distribute names of clients to reps if needed

- Assist with reporting for development and begin to learn this side of the business

Qualifications:

- Strong organizational skills

- Excellent communication and interpersonal skills

- Ability to multitask and prioritize effectively

- Proficiency in Microsoft Office Suite

- Previous experience in an administrative or operations role preferred

BFG Naples is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

For more information on Northwestern Mutual, our local firm, and our office culture, please see our company page, and our agency website.