Client Administration Coordinator (Hybrid)

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 Administration 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 Administration 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.

Job Responsibilities:

• Assist in planning and scheduling department-level activities such as team meetings, events, client enrollments, and committee meetings with our advisor partners
• 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
• Support key business processes such as life insurance death claim processing, processing department mail, and fulfilling information requests from our advisor partners
• Create and fulfill email campaigns using Constant Contact
• Prepare, audit and review client reports and detailed information/data for Client Administration team members
• Process department-level invoices and vendor contracts

Qualifications:

• Associates degree or equivalent combination of education and work experience preferred
• 1 + years professional experience in a corporate environment
• Experience in customer service, finance, accounting, or insurance a plus
• Proficient using a computer and a variety of software applications including Microsoft Word, Excel, Access, Teams, Adobe, Mail Merge and Outlook
• Excellent verbal and written communication skills with an eye for detail
• Proven ability to track, prioritize and report status of multiple projects, re-prioritizing as necessary to meet changing deadlines
• Ability to quickly develop effective working relationships with internal and external partners
• Flexibility and eagerness to pitch in and help out wherever there is a need
• Proven ability to maintain composure while managing multiple competing priorities

Job Conditions and Environment:

• Hybrid work environment offering a blend of virtual/work from home and onsite days designed to support flexibility
• Normal business hours and office environment/desk assignment
• Extensive close work with spreadsheets, reports and PC's

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.