Office Manager and Executive Assistant to General Agent

WestPoint Financial Group is assisting with the sourcing process on behalf of Mass Mutual New Mexico.

Mass Mutual New Mexico is seeking a highly organized, proactive, and service-oriented Office Manager and Executive Assistant to provide direct administrative and operational support to the General Agent. This role is central to the smooth day-to-day operation of the firm and serves as a key point of connection among the General Agent, sales leadership, advisors, staff, clients, and business partners.

This non-exempt role is located on-site in our Albuquerque, New Mexico office and is Full-Time (40 hours per week), Monday - Friday, 8:00 AM - 5:00 PM.

The ideal candidate will bring strong executive support experience, sound judgment, excellent follow-through, and the ability to manage multiple priorities in a fast-paced financial services environment. This position requires professionalism, discretion, attention to detail, and a strong commitment to supporting advisor success and growth of the firm.

• Manage the General Agent’s calendar with accuracy and discretion, including scheduling appointments, resolving conflicts, and protecting high-priority time.
• Coordinate travel arrangements, meeting logistics, conference calls, agency events, and special projects.
• Monitor and help manage correspondence, email flow, follow-up items, business plans, reports, and strategic documents.
• Prepare agendas, meeting materials, notes, and action-item tracking to support effective communication and accountability.
• Work closely with the General Agent, sales managers, advisors, recruiting team, and operations staff to support agency priorities.

• Help manage daily office operations to ensure a professional, efficient, and welcoming environment.
• Serve as a central resource for administrative processes, office procedures, supplies, vendor coordination, equipment needs, and facility-related requests.
• Support internal meetings, firm events, recognition programs, and special projects from planning through execution.
• Coordinate with leadership, advisors, staff, and external partners to keep priorities moving forward and ensure timely follow-up.
• Maintain organized records, files, reports, and communications while handling confidential information with discretion.

• Assist advisors and agency team members with new business workflows, including insurance applications, illustrations, reports, technology tools, and processing needs.
• Partner with the New Business Coordinator and other team members to support timely completion of tasks and advisor follow-up items.
• Provide administrative support related to contracting, licensing, registration, continuing education, and client-related service needs as appropriate.
• Track outstanding items, deadlines, and required documentation to help ensure operational accuracy and responsiveness.

• Use Microsoft Office Suite and other business systems to prepare professional correspondence, reports, presentations, meeting materials, and tracking documents.
• Learn and support Mass Mutual proprietary systems and agency tools to assist advisors and staff with day-to-day operational needs.
• Prepare, review, proofread, and distribute communications with a high degree of accuracy and professionalism.
• Identify opportunities to improve processes, organize information, and create efficiencies across administrative and operational workflows.

• Two or more years of executive administrative support, office management, or operations experience; experience in life insurance, financial services, wealth management, or a professional…