Investment Brokerage Administrative Assistant

Mayo Employees Federal Credit Union; Rochester (MN); On-site; USD 32,000 - 34,000; Full time

Job summary

Mayo Employees Federal Credit Union in Rochester, MN, seeks an Administrative Assistant - Brokerage to support investment staff and member inquiries. You will handle data entry, reporting, scheduling, and clerical tasks with a focus on accuracy and confidentiality.

The role requires a high school diploma and at least two years of administrative experience, with securities and MN insurance licensure pursued within two years. Normal hours are Monday–Friday, 8–5, in person at the Rochester office.

Qualifications

• Knowledge of English grammar, punctuation and sentence structure.
• Strong organizational and clerical aptitude with attention to detail.
• Effective written and verbal communication; ability to maintain confidentiality.

Responsibilities

• Provide member service via phone, electronically and in person.
• Schedule appointments for new and existing members.
• Maintain filing system for prospective and existing members.
• Process member service requests such as address changes and statements.
• Assist with insurance and investment tasks and data entry.
• Prepare reports, charts and spreadsheets related to member activities.
• Identify inefficiencies and suggest improvements to processes.

Skills

Organizational skills

Clerical aptitude

Written communication

Verbal communication

Confidentiality

Prioritization

Independence

Teamwork

Adaptability

Education

High school diploma or equivalent

Securities Licensure

MN State Insurance License

Job description

Mayo Employees Federal Credit Union in Rochester, MN, seeks an Administrative Assistant - Brokerage to support investment staff and member inquiries. You will handle data entry, reporting, scheduling, and clerical tasks with a focus on accuracy and confidentiality.

The role requires a high school diploma and at least two years of administrative experience, with securities and MN insurance licensure pursued within two years. Normal hours are Monday–Friday, 8–5, in person at the Rochester office.