Executive Assistant & Office Operations Lead

WestPoint Financial Group; Albuquerque (NM); Sur place; USD 65 000 - 75 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Résumé du poste

MassMutual New Mexico seeks an organized Office Manager and Executive Assistant to provide direct administrative support to the General Agent. The role is on-site in Albuquerque, full-time, 8:00 AM–5:00 PM, Monday–Friday, and central to daily operations and advisor success.

The ideal candidate has 2+ years in executive support or office management, is discreet, and proficient with Microsoft Office. Experience in financial services or insurance is preferred, with opportunities to contribute

Qualifications

• Two or more years of executive administrative support, office management, or operations experience; life insurance/financial services experience preferred.
• Strong organizational skills with the ability to prioritize, follow through, and manage multiple projects and deadlines.
• Excellent written and verbal communication with a professional, service-minded approach.
• High level of discretion and ability to handle confidential information appropriately.
• Proficiency with Microsoft Office Suite and willingness to learn insurance, licensing, CRM, and agency management systems.

Responsabilités

• Manage the General Agent’s calendar with accuracy and discretion, including scheduling appointments and protecting high-priority time.
• Coordinate travel, meeting logistics, and agency events.
• Monitor correspondence, email flow, and action-item tracking for accountability.
• Prepare agendas, materials, notes, and action-item tracking.
• Collaborate with leadership and staff to support agency priorities.

Connaissances

Executive support

Office management

Time management

Communication

Discretion

Problem solving

Microsoft Office

Formation

Bachelor’s degree preferred

Outils

CRM systems

Agency management systems

Description du poste

MassMutual New Mexico seeks an organized Office Manager and Executive Assistant to provide direct administrative support to the General Agent. The role is on-site in Albuquerque, full-time, 8:00 AM–5:00 PM, Monday–Friday, and central to daily operations and advisor success.

The ideal candidate has 2+ years in executive support or office management, is discreet, and proficient with Microsoft Office. Experience in financial services or insurance is preferred, with opportunities to contribute