MassMutual New Mexico · 1 day ago
Operations Coordinator – MassMutual New Mexico (Albuquerque, NM)
Albuquerque, NM
Full-time
Onsite
Mid, Senior Level
$60K/yr - $120K/yr
5+ years expMassMutual New Mexico is a respected financial organization seeking an Operations Coordinator to support their Managing Partner and enhance operational excellence. This role involves executive support, operational processes, and creating financial plans, with a significant opportunity to influence agency performance and growth.
Financial Services
Responsibilities
Masterfully manage the General Agent’s calendar—anticipating needs, scheduling strategically, and resolving conflicts
Coordinate travel, prepare correspondence, business plans, and strategic documents
Lead planning and execution of agency meetings, events, teleconferences, and our annual awards program
Partner with the Recruiting Team on initiatives that fuel agency expansion
Track CE credits, manage multi-state licenses, and follow up on advisor action items
Support contracting, licensing, registrations, and client-related administrative tasks
Build robust, comprehensive financial plans using industry-leading tools
Oversee new account openings, underwriting workflows, and ongoing client servicing
Act as a strategic liaison between advisors and the General Agent—ensuring alignment, clarity, and organizational momentum
Utilize advanced proficiency in Excel, PowerPoint, Word, and Outlook to create polished materials and insights
Become a power user of MassMutual’s proprietary systems, supporting advisors and staff
Support initiatives that drive growth, production, and operational excellence
Identify workflow gaps and implement effective solutions
Lead or co-lead special projects and process improvement efforts with measurable business impact
Leverage strong business acumen to support high-level decision-making
Qualification
Required
Combination of 5+ years of executive support and operations experience (financial services or insurance preferred)
Strong organizational, communication, and problem‑solving skills
Proven expertise with eMoney and Envestnet (required)
High emotional intelligence, professionalism, and confidentiality
Ability to work independently in a fast-paced environment
Preferred
Bachelor's degree preferred
Active Series 7 and 66—or willingness to obtain
Company
MassMutual New Mexico
At MassMutual New Mexico, everything we do starts and ends with you.
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase