Administrative Assistant - Financial Advisory Services

    Mayo Clinic
    Rochester, MN 55901
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    Job Description








    Mayo Employee Federal Credit Union

    Position description

    Applies professional office expertise, exercising initiative and proficient organizational skills to perform a wide variety of office/clerical duties in support of all Credit Union member investment activities. This position will be in a fast paced, time-sensitive brokerage sales environment where one must anticipate and carry out independent actions necessary to provide competent and professional secretarial support to meet the needs of the investment representative(s), management, administrators, board and committee members, coworkers and members. Performs duties independently and initiates judgment in handling questions, phone calls, appointments, etc., of principals.


    Requires formal training in a secretarial/office/business field through technical school or college, or equivalent experience. Must have computer experience and a minimum of one year of successful office, business or secretarial experience. Two years of successful office, business or secretarial experience preferred. Current Mayo Employee Federal Credit Union employees meeting performance standards may also be considered in lieu of experience. Must possess proficiency on technical office equipment, including a computer for word processing and other applications, printer, phone system, duplicating machine, and/or any other job specific office technology.

    Additional qualifications

    Requires strong organizational skills, superior clerical aptitude including the office practices of data input, filing, handling mail, preparation of charts, spreadsheets, reports, agendas and member communication, spreadsheets/graphs/charts/slides/overheads, Internet/Intranet applications and/or other job specific documents. Must possess excellent written and oral communication skills. Must possess a keen sense of attention to detail and be a highly accurate professional. Must maintain strict confidentiality of information and must exhibit good human relations skills, including the ability to work collaboratively and professionally to build rapport with others at all levels of responsibility. Must be adaptable/flexible in a changing work environment, which requires upgrading of skills.

    License or certification

    Series 7 and Series 63 Securities Licenses and MN State Insurance License preferred, or the ability and willingness to obtain licensures within 2 years.

    Exemption status


    Compensation Detail

    Education, experience and tenure may be considered along with internal equity when job offers are extended. The minimum pay rate is $18.76 per hour.

    Benefits eligible



    Full Time

    Hours / Pay period


    Schedule details

    Monday through Friday 8:00 a.m. to 5:00 p.m.

    Weekend schedule


    Site description

    Mayo Clinic is located in the heart of downtown Rochester, Minnesota, a vibrant, friendly city that provides a highly livable environment for more than 34,000 Mayo staff and students. The city is consistently ranked among the best places to live in the United States because of its affordable cost of living, healthy lifestyle, excellent school systems and exceptionally high quality of life.


    Administration, Business, Finance, Office & Administrative Support

    Job posting number



    Rachel Messmer

    Equal opportunity employer

    As an Affirmative Action and Equal Opportunity Employer Mayo Clinic is committed to creating an inclusive environment that values the diversity of its employees and does not discriminate against any employee or candidate. Women, minorities, veterans, people from the LGBTQ communities and people with disabilities are strongly encouraged to apply to join our teams. Reasonable accommodations to access job openings or to apply for a job are available.

    Posting ID: 559417573Posted: 2020-06-03