Nationwide Mutual Insurance

Sales Support Coordinator - Advisory Annuity Distribution (Operations Administrative/Clerical Role)

Posted on: 27 Mar 2021

Louisville, KY

Job Description

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you!

This position supports Advisor Services and Sales processes within the RIA Annuity Distribution channel. This position is ideally located in the Louisville, KY or Scottsdale, AZ offices.

This position is a C3 band role.

Job Description Summary

JOB SUMMARY: Coordinates technical and administrative support functions. Gathers and coordinates statistical data, prepares summary reports, maintains support procedures, and coordinates administration of department function(s) with other areas. Provides clerical support as assigned.

Job Description

RELATIONSHIP: Reports to Manager/Director/Officer.

DIRECT REPORTS: 0 employees report directly or indirectly to this job.

JOB RESPONSIBILITIES:

* Coordinates and organizes workflow of department projects.
* Gathers and coordinates statistical data and prepares summary reports related to department plans, programs and projects.
* Maintains records, checks data, prepares and distributes standard and ad hoc reports from a department specific database.
* May assist in the preparation of the annual budget; tracks expenses and prepares monthly budget reconciliation reports.
* Develops and maintains administration procedures, manuals, and office files.
* Provides general clerical support for the office/department:
* Maintains and updates office records, rosters, directories and/or manuals.
* Sorts, reviews, prioritize, and distribute mail. May attach relevant files/information or draft response.
* Maintains and utilizes a follow-up file.
* Analyzes meeting notes and minutes and compiles information into reports for distribution.
* Answers phones, takes messages, and/or redirects calls. Responds to a wide array of inquiries of moderate complexity.
* Coordinates department facilities support such as inventory, moves, supplies, repair calls, telephones.
* Performs other duties as assigned.

JOB REQUIREMENTS:

Education/Knowledge: High school studies; technical school studies in personal computing and software usage. Prefer undergraduate studies in related field. Office practices and procedures, intermediate mathematics, office filing systems and record keeping procedures. Prefer some knowledge of financial services and/or insurance industry.

Experience: Four years in general office environment that includes writing, proofreading, mathematics and data analysis, and personal computing and corresponding software.

Skills: Excellent oral and written communication skills for internal/external contacts. Organizational skills for project coordination. Ability to operate personal computer and related business software.

STAFFING EXCEPTION TO MINIMUM JOB REQUIREMENTS MUST BE APPROVED BY: Office VP and HR VP.

JOB CONDITIONS:

Overtime Eligibility: Eligible (Nonexempt).

Working Conditions: General office environment. Frequent periods of sitting/keying at PC. Light lifting for file storage. Possible extended work hours for project deadlines.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Job Evaluation Activity: 6/27/11 DAO.

Nationwide Mutual Insurance

Columbus, OH

Nationwide Mutual Insurance Company, together with its subsidiaries, provides insurance and financial services for individuals and businesses in the United States. It offers homeowners, renters, condo, private client, flood, auto, motorcycle, snowmobile, car, ATV, RV, boat, personal watercraft, scooter, life, pet, dental umbrella, identity theft, accident, specialty liability, travel, and wedding insurance products; investment and retirement solutions, such as annuities, mutual funds, exchange traded funds, life insurance, and retirement plans; and banking services, including checking, savings, individual retirement, and money market accounts, as well as certificates of deposit; mortgage, factoring, and equipment financing services; and home, auto, and personal loans.

The company also provides business insurance products comprising business owner’s policy, liability, auto, workers' compensation, property, and excess and surplus. In addition, it provides back-office administrative support services, pensions, and long-term savings plans. The company was formerly known as Farm Bureau Mutual Automobile Insurance Company and changed its name to Nationwide Mutual Insurance Company in 1955. Nationwide Mutual Insurance Company was founded in 1925 and is headquartered in Columbus, Ohio.