Administrative Assistant
Core
Provides administrative support to Mengel Morse Associates, handling member interactions, daily operations, and client scheduling.
Role type
Administrative Assistant
Builds
Daily practice operations and member experience
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Telephone handling, Mail processing, Office supply management, Microsoft Office proficiency, Contact management system updates, Meeting scheduling
Preferred skills
AI proficiency, Life and health insurance licensing
Responsibilities
Answering phones and responding to member requests, Processing mail and maintaining office supplies, Coordinating routine correspondence and reports, Scheduling meetings with Financial Advisors, Updating client contact information in management systems, Assisting Financial Advisors with meeting preparation and follow-up
Seniority
Individual Contributor