P&C Agent

The Intern Administrative Assistant with Financial Strategies, Inc. at Mutual Savings Association (MSA/FSI) plays a vital role in ensuring the smooth and efficient operation of the office by providing comprehensive support to management, supervisors, agents, client service representatives, and other administrative personnel. This dynamic position requires adaptability, strong organizational skills, and a proactive approach to assisting the entire team in achieving operational excellence. The Intern Administrative Assistant will contribute to a variety of critical tasks, fostering a productive and welcoming environment while gaining valuable experience in a professional setting.


Key Responsibilities:
- Data Entry: Accurately input and update information into company systems to maintain reliable records.
- Database Management: Organize, monitor, and maintain databases to ensure data integrity and accessibility for team use.
- File Maintenance: Manage physical and digital filing systems, ensuring documents are properly stored, labeled, and easily retrievable.
- Mail Processing: Sort, distribute, and prepare incoming and outgoing mail and packages in a timely manner.
- Written Correspondence: Draft, edit, and distribute professional emails, letters, and other communications as directed.
- Supply Management: Monitor inventory levels, suggest office supply orders, and ensure resources are available to support daily operations.
- Reception: Serve as the first point of contact for visitors and callers, providing a warm and professional welcome while managing inquiries effectively.
- Hospitality: Assist in preparing for meetings or events by arranging refreshments, setting up spaces, and ensuring a positive experience for clients and the team.
- Additional Duties: Perform other duties as assigned by supervisor or management to meet the evolving needs of the team and MSA/FSI.

Opportunities for Advancement:
This position offers a pathway for growth within MSA/FSI. With demonstrated performance and the completion of requisite licensing, the Intern Administrative Assistant may be eligible for promotion. The Intern Sales Assistant position comes with its own distinct job description and an enhanced pay range, reflecting the additional responsibilities and skills required. This advancement opportunity allows motivated individuals to expand their career trajectory and deepen their contributions to MSA/FSI’s internal and external clients.