Member-Focused Administrative Assistant

Wellby Financial; Webster (TX); On-site; USD 23,000 - 33,000; Full time

Job summary

Wellby Financial is seeking an Administrative Assistant to support various departments with clerical and operational tasks. The role involves meeting coordination, preparing correspondence, maintaining records, and delivering professional service to internal and external stakeholders.

Ideal candidates will have strong MS Office skills, excellent organizational abilities, and the capacity to handle confidential information in a fast-paced office environment.

Qualifications

• Knowledge of Wellby’s policies and procedures.
• General office practices and business English.
• Proficient with Microsoft Office and Teams/Zoom.

Responsibilities

• Coordinates meeting logistics: invites, room reservations, virtual setup, agendas, follow-up.
• Prepares materials for executive/board meetings and maintains confidentiality.
• Maintains organized filing systems and handles records with discretion.
• Performs routine administrative transactions (invoices, travel, registrations) per procedures.

Skills

Microsoft Office proficiency

Scheduling meetings

Records management

Customer service

Education

High school diploma or equivalent

Associate degree preferred

Tools

Microsoft Office Suite

Job description

Wellby Financial is seeking an Administrative Assistant to support various departments with clerical and operational tasks. The role involves meeting coordination, preparing correspondence, maintaining records, and delivering professional service to internal and external stakeholders.

Ideal candidates will have strong MS Office skills, excellent organizational abilities, and the capacity to handle confidential information in a fast-paced office environment.