Administrative Assistant - Brokerage

Minnesota League of Credit Unions; Rochester, Northern (MN, KY); Hybrid; USD 65,904,000 - 71,635,000; Full time

Job summary

Mayo Employees Federal Credit Union in Rochester, MN is seeking an Administrative Assistant - Brokerage to support investment staff and handle member inquiries with professionalism and accuracy.

You will perform clerical duties, data input, scheduling, filing, and reporting while pursuing securities and insurance licenses as needed to serve members effectively.

Qualifications

• High school diploma or equivalent AND two years of administrative assistant experience.
• Securities Licensure, or willingness to obtain within two years of employment.
• MN State Insurance License, or willingness to obtain within two years of employment.
• Knowledge of English grammar, punctuation and sentence structure; computers and technical office equipment; phone systems.
• Strong organizational skills with excellent written and verbal communication.

Responsibilities

• 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.
• 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.

Skills

Customer service

Attention to detail

Organizational skills

Communication skills

Education

High school diploma or equivalent

Job description

Who We Are:

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!

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 Information

Days of Work:

Monday - Friday 8 AM - 5 PM

Starting salary range:

$23 - $25 per hour based on experience

FLSA Status:

Nonexempt

Schedule:

Full time

Hours/Pay Period:

80

Remote Worker:

No - This position requires the candidate to report in-person to an office daily in Rochester, MN.

Job Summary

The 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 Responsibilities

Practices 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.

Education and Experience Requirements

High school diploma or equivalent AND two years of administrative assistant experience.

Current MEFCU employees meeting performance standards may also be considered in lieu of experience.

Licensure/Certification:

• Securities Licensure, or willingness to obtain within two years of employment.
• MN State Insurance License, or willingness to obtain within two years of employment.

Knowledge, Skills, and Abilities

Employees in this position are expected to possess and demonstrate the following knowledge, skills, and abilities throughout their employment:

Knowledge of: English grammar, punctuation and sentence structure; computers and technical office equipment; phone systems

Skill in: strong organizational skills; superior clerical aptitude; excellent written and verbal communication skills; attention to detail and be a highly accurate professional; effective and appropriate decision making.

Ability to: maintain strict confidentiality; prioritize tasks; work independently and as part of a team; to build rapport with others at all levels of responsibility; be adaptable and flexible in a changing work environment

Physical and Environmental Criteria

This physical effort required to perform this position is best described as: Sedentary- Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. The majority of this position involves computer work, which requires fine dexterity in the continuous movement of the wrist and fingers.

Sensory requirements

necessary in the performance of the essential functions of this position include: sight, hearing, touch.

Environmental conditions

that may exist in the performance of the essential functions of this job include: None.