Brokerage Administrative Assistant – In-Office Scheduling & Service

Minnesota League of Credit Unions

Rochester (MN)

On-site

USD 32,000 - 34,000

Full time

4 days ago
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Job summary

Mayo Employees Federal Credit Union in Rochester, MN is seeking an Administrative Assistant - Brokerage to support investment staff and member services. The role emphasizes professional office skills, data entry, and scheduling while handling brokerage-related tasks.

Starting salary ranges from $23 to $25 per hour based on experience. In-office, full-time position with standard business hours, requiring in-person presence in Rochester, MN.

Qualifications

  • Two years of administrative assistant experience required.
  • High school diploma or equivalent required.
  • Securities Licensure, or willingness to obtain within two years of employment; MN State Insurance License, or willingness to obtain within two years of employment.

Responsibilities

  • Provides member service via phone, in person, and electronically.
  • Schedules appointments and maintains calendar for investment staff.
  • Maintains filing systems for prospective and existing members.
  • Processes member service requests (address changes, statements, etc.).
  • Supports brokerage-related data entry, reports, and paperwork for insurance and securities.

Education

High school diploma or equivalent
Two years of administrative assistant experience

Job description

Mayo Employees Federal Credit Union in Rochester, MN is seeking an Administrative Assistant - Brokerage to support investment staff and member services. The role emphasizes professional office skills, data entry, and scheduling while handling brokerage-related tasks.

Starting salary ranges from $23 to $25 per hour based on experience. In-office, full-time position with standard business hours, requiring in-person presence in Rochester, MN.

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