Administrative Assistant - Brokerage

Mayo Employees Federal Credit Union • Rochester, MN

4d • $23 - $25 • Onsite

About The Position

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.

Requirements

• 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
• 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

Nice To Haves

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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED