Job Description

We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support, assisting in daily office needs, and managing our company’s general administrative activities.

This is a part-time opportunity // 25-30 hours per week

Location : In-person; Monona, WI

Pay: $18 per hour

Responsibilities

• General clerical duties
• Office maintenance and stocking
• Answer incoming calls and retrieve messages
• Maintain communication with home office and regional office
• Coordinate incoming and outgoing mail
• Client Management System Coordination
• Assist in gathering information in CRM system for client and product notes. Gather other relevant client information for communication.
• Monitor and coordinator dashboard tasks
• Develop and maintain a filing system
• Maintain contact lists
• Provide general support to visitors
• Client communications
• Appointment reminders
• Special occasion communications
• Appointment follow-ups
• Social media and marketing assistance
• Local community involvement and coordination

Skills

• Knowledge of office management systems and procedures
• Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
• Excellent time management skills and the ability to prioritize work
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task

About Us

Since 1883, we've been focused on securing futures with financial guidance and products. Representatives provide financial products to help members protect their families and their futures.

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.

Modern Woodmen is an equal opportunity employer.

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