Administrative Assistant - Brokerage

Mayo Employees Federal Credit Union (MEFCU) is looking for someone who has a heart for providing exceptional member service, a knack for detail orientation, and an ability to juggle multiple tasks simultaneously to join our team as an Administrative Assistant - Brokerage! Who We Are:Mayo Employees Federal Credit Union provides competitive products and world-class service to Mayo Clinic employees and their families in reaching their financial goals. Our strong mission of caring for our members drives what we do every single day. Mayo Employees Federal Credit Union has been awarded multiple top honors through Rochester Post Bulletin's annual "Best of the Best" Awards including "Best Credit Union" for six years in a row as well as "Best Place to Work" in 2025.Position InformationDays of Work: Monday - Friday 8 AM - 5 PMStarting salary range: $23 - $25 per hour based on experienceLocation: Rochester, MNFLSA Status: NonexemptSchedule: Full timeHours/Pay Period: 80Remote Worker: No - This position requires the candidate to report in-person to an office daily in Rochester, MN.Job SummaryThe Administrative Assistant-Brokerage exhibits professional office expertise and proficient organizational skills to support investment staff. They perform duties independently and initiate judgment with member questions, phone calls and scheduling of appointments. Administrative Assistants - Brokerage perform a variety of clerical duties in support of member investment activities such as data input, filing, preparation of reports, charts and spreadsheets. Duties and ResponsibilitiesPractices effective communication and office skills:Demonstrates a commitment to quality and excellence in service.Provides member service via phone, electronically and in person. Schedules appointments for new and existing members.Maintains filing system for prospective and existing members.Files hard copy and electronic materials systematically and timely while following retention period guidelines. Processes member service requests such as address changes, requests for statements, etc.Initiates and/or assists with a wide variety of insurance sales tasks and projects: Monitors and tracks client referrals and sales results.Submits and maintains records of completed insurance applications and securities business. Utilizes software to generate illustrations on performance of insurance or investment products.Facilitates data entry for the financial plan client reviews.Processes online entry of orders and checks.Sorts, prioritizes and processes incoming mail, fax material, computer printouts according to procedure.Identifies inefficiencies and makes suggestions to solve or enhance the quality of the finished product.