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Office Assistant (PT)

Date Posted: 1/25/2019
Department: Investments
Location: West Des Moines Corporate Office
Type of Employment: Part-Time

Position Purpose
Provides administrative and office support to our Financial Services division. Duties include answering incoming calls, scheduling appointments, coordinating general office operations and providing administrative support.

Essential Functions:

  • Effectively screens and directs phone calls ensuring confidentiality and tactfulness.  Resolves routine inquiries and routes other questions/concerns to appropriate person for resolution.
  • ​Perform general office duties such as drafting correspondence, routing mail, faxing, copying, scanning, filing and ordering/ensuring adequate office supplies.
  • Review, update and maintain applications, presentations and various other data for accuracy and completeness. Pull and populate standard forms from various resources including the internet for processing and follow-up with business clients for completing and/or necessary required information
  • Pull standard reports and enter information into the enterprise resource planning tool (Salesforce).
  • Schedules appointments, meetings, activities and travel arrangements.

Secondary Duties and Responsibilities:
Performs other job-related duties and special projects as required.

Knowledge, Skills, Abilities Required:

  • Commitment to the Midwest Heritage mission and willingness to promote the values of the organization.
  • Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines.
  • Proficient computer skills. Microsoft Office preferred (Outlook, Power Point, Excel and Word.)
  • Good verbal and written communication skills.
  • Strong interpersonal skills; ability to relate to and interact with people in a friendly, professional manner.
  • Strong detail orientation including the ability to review forms for accuracy and completeness.

Education, Experience, and Other Requirements:

  • Minimum Education: High school diploma or equivalent.
  • Minimum Experience: Previous administrative experience preferred.  Experience in the financial services a plus but not required.  

Reporting Relations:
Accountable and Reports to: Financial Planner   
Supervisor Responsibilities: None         

Working Conditions and Physical Requirements:

  • The duties of this position are normally performed in a general office setting. This is a fast paced work environment.
  • This position is classified sedentary/light and requires the ability to sit for long periods of time.
  • There is frequent pressure to meet deadlines and handle multiple projects in a day.
  • Visual requirements include: ability to see detail at near range with or without correction.
  • Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.


Equipment Used:
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, and printer.

Other Position Requirements:

  • Contacts: This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.
  • Confidentiality: This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times. 

​In the performance of their respective tasks and duties all employees are expected to:

  • Perform quality work within deadlines.
  • Interact professionally with other employees, customers and suppliers.
  • Work effectively as a team contributor on all assignments.
  • ​Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

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