Emily H.
Administrative Assistant at Northwestern Mutual
- Role
- Administrative Assistant at Northwestern Mutual
- Location
- Reno, US
- LinkedIn followers
- 500 followers
About Emily H.
I am a Financial Representative with Northwestern Mutual. My mission is to develop…
Experience
Administrative Assistant
May 2025 — Present · Reno, NV, US
Maintain and Organize Managing Director/Financial Advisors’ schedules- Confirm appointments- Schedule client review appointments and rescheduled appointments- Prepare client meetings- Professional Communication with clients- Prepare Mentor meetings- Collaboration with other advisors for Joint Work Clients- Maintain CRM records- Marketing Efforts to drive new business- Greet incoming clients at the front desk- Manage Mail Correspondence- Miscellaneous tasks/errands for MD- Coordination with FPS team for client servicing and on-boarding
Education
Truckee Meadows Community College
Associate's degree, Business
University of Nevada, Reno
Bachelor of Business Administration - BBA, Business Administration, Management and Operations
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