What are the responsibilities and job description for the Administrative Assistant to Wealth Management position at CFCU Community Credit Union?
CFCU Community Credit Union (CFCU) is seeking a driven and enthusiastic Administrative Assistant who will provide administrative support for the WM Program Manager and Wealth Advisor’s by performing administrative tasks, supporting client interaction and communication, assisting with information processing and monthly reporting, and facilitation of special projects. Duties will require excellent organizational skills, a strong willingness to learn, the ability to problem solve, and the ability to handle sensitive information with discretion.
Requirements:& Responsibilities
Prepare and process documentation related to wealth management clients and activities- Execute client requests in a timely manner
- Prepare meeting agendas
- Maintain accurate and organized client records and files
- Schedule and confirm client appointments, managing WA’s calendars
- Onboard new clients utilizing various internal and external systems
- Process referrals from website and internal sources
- Assist with compliance and regulatory requirements, ensuring all activities adhere to industry regulations and standards
- Support the management of the WM external website
- Process WM department mail
- Facilitate the identification, implementation, and maintenance of process improvements and efficient operating procedures within the department
- Responsibilities may be added as the role progresses2-5 years administrative or related experience.
- Strong communication skills, both written and oral. The ability to provide clear and professional communication to credit union members, other departments’, staff, and vendors.
- Understands all software programs applicable to retail financial services and can use them proficiently.
- Proficient in Microsoft Office with emphasis on Word, Excel, and Outlook.
- Ability to work well in both independent and highly collaborative settings. Ability to deal with ambiguity.
- Self-motivated with a willingness to learn.
- The ability to think strategically.
- Good problem solving and analytical skills.
Desired Skills:
- Willingness to obtain and maintain investment licenses (Series 6 & 7, insurance)
- 1-3 years’ experience in an administrative or related role in a financial services environment is preferred
- Ability to gain a strong knowledge of investment products and regulatory requirements will be required for success in this role
- Strong communication skills, both written and oral, with the ability to provide clear and professional communication and excellent service to clients, staff, and vendors
- Understands all software programs applicable to retail financial services and can use them proficiently
- Proficient in Microsoft Office with emphasis on Word, Excel, Outlook, and Teams
- Ability to work well in both independent and highly collaborative settings. Ability to deal with ambiguity
- Self-motivated with a willingness to learn
- The ability to think strategically. Good problem solving and analytical skills
- Ability and willingness to regularly travel to credit union branches across the service area, with mileage reimbursement per credit union policy. There may be some hybrid remote work opportunity but onsite presence multiple times weekly is expected
Equal Employment Opportunity:
Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. CFCU provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.
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