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    Client Administration Coordinator - Portland, United States - M Financial Group

    M Financial Group
    M Financial Group Portland, United States

    2 weeks ago

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    Description
    M Financial Group is a community of leaders comprising the best and brightest minds in our industry.

    By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years.

    M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

    We embrace a progressive, dynamic mindset for every role.

    M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.

    If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Client Admin Coordinator to join our team.


    The Client Administration team provides the day-to-day recordkeeping for a wide variety of non-qualified executive benefit plans and related financing programs for corporate, bank and credit union clients.

    The Client Admin Coordinator provides key support functions for this dynamic team and will be responsible for a range of duties to support efficient operations including:

    scheduling, acting as a liaison for internal/external stakeholders, maintaining data, and managing key cross-department responsibilities such as processing vendor invoices.


    RESPONSIBILITIES

    • Support key business processes such as life insurance death claim processing, management of death certificate requests, processing department mail, and fulfilling information requests from our advisor partners
    • Assist with preparing and auditing client reports and reviewing detailed information/data for Client Administration team members
    • Maintain databases, including email distribution lists, data entry of client information, contract management, and gathering monthly cash value reports from our carrier partners
    • Maintain client-facing websites by downloading and posting information updates
    • Assist in planning and scheduling department-level activities such as team meetings, events, client enrollments, and committee meetings with our distribution partners
    • Process department-level invoices and vendor contracts

    QUALIFICATIONS

    • High school diploma or equivalent, Bachelor's degree preferred
    • 2 + years of professional experience in a corporate environment
    • Strong proficiency in MS Word, Excel, Outlook, and familiarity with Access and Mail merge
    • Experience in customer service, finance, accounting, or insurance a plus
    • Excellent verbal and written communication skills with an eye for detail
    • Highly organized and able to manage a variety of tasks and competing priorities
    • Ability to quickly develop effective working relationships with internal and external stakeholders
    • Flexibility and eagerness to pitch in and help out wherever there is a need

    COMPENSATION AND BENEFITS

    Base Salary Range:
    $ $27.00

    Salary will be commensurate with relevant experience, knowledge, and skills.

    You will also be eligible for an annual incentive plan bonus.

    M Financial offers a comprehensive benefits package, including:

    • Medical/Vision Insurance
    • Dental Insurance
    • Short-Term and Long-Term Disability Insurance
    • Life Insurance
    • Modern Health (Mental Health Therapy and Coaching)
    • Empathy (Bereavement Support)
    • Employee Assistance Program
    • Life Insurance
    • FSA (Health and Dependent Care)
    • HSA (for qualified medical plan)
    • Long-Term Care Insurance
    • 401(k) Match
    • Tuition Assistance

    JOB CONDITIONS AND ENVIRONMENT

    • Primarily on-site with option work from home 1 day per week.
    • Normal office environment/desk assignment
    • Extensive close work with spreadsheets, reports and PCs


    This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position.

    While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.

    M Financial is proud to be an equal opportunity workplace.
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