Administrative & Marketing Coordinator

Administrative & Marketing Coordinator
Northwestern Mutual is a rapidly growing, integrated financial services firm. We proudly represent the 165-year tradition of Northwestern Mutual, which has recently been recognized as one of the largest and fastest growing Broker/Dealers in the industry. The rapid growth of our firms brings an opportunity to join one of Northwestern Mutual’s premier teams as a Administrative & Marketing Coordinator.

This role blends traditional administrative support with marketing, client experience, and business development activities. The ideal candidate enjoys wearing multiple hats, managing details, building relationships, and bringing new ideas to the table. We are looking for someone who wants to make a meaningful impact while gaining exposure to financial services, marketing, and client relationship management.

Responsibilities:
Administrative Support

Manage advisor calendars, scheduling, and meeting logistics

Prepare advisor for client meetings and appointments

Manage email correspondence and assist with communication workflows

Track action items and ensure timely follow-up on outstanding requests

Maintain accurate client records and reporting

Complete, submit, and track insurance and operational paperwork

Coordinate weekly team meetings and other internal meetings as needed

Client Experience & Retention

Serve as a key point of contact for client service requests and inquiries

Support client retention initiatives and relationship-building efforts

Coordinate client appreciation activities, gifts, thank-you campaigns, and personalized touches

Assist with client events, educational workshops, and appreciation gatherings

Create exceptional client experiences that reinforce long-term relationships

Marketing & Business Development Support

Assist with the execution of social media content and engagement

Monitor social media channels and help maintain a consistent online presence

Support team newsletters, email campaigns, and marketing communications

Help track marketing metrics, referral sources, and campaign effectiveness

Maintain and update marketing materials and digital content as needed

Qualifications
Required

Exceptional organizational and time-management skills

Strong written and verbal communication abilities

Ability to prioritize multiple tasks and meet deadlines

Strong attention to detail and follow-through

Professional and positive attitude when working with clients

Technology proficiency, including Microsoft Office and virtual meeting platforms

Ability to maintain confidentiality and handle sensitive information

Preferred

Experience supporting executives, advisors, or professionals in a service-based environment

Exposure to social media, marketing, event planning, or client engagement activities

Experience managing calendars and coordinating client communications

Bachelor's degree or equivalent professional experience

Life, Accident & Health License (or willingness to obtain)

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