Administrative Assistant

Administrative AssistantAs an Administrative Assistant with our Financial Advising team, you'll continuously enhance the quality of service we provide to our credit union members. Balancing incoming calls, appointment requests, and ongoing follow up, you'll use your strong customer service skills, organizational ability, and technical savvy to provide support to our branch and the CFFA teams. This is a unique opportunity to provide administrative support to a thriving Financial Advising team that's focused on putting the member's needs first - if you're passionate about delivering incredible experiences, we'd love to hear from you!As CFFA Assistant, you will:Provide exceptional, WOW service to internal and external members, board members, vendors and partnersServe as the first point of contact for members as they visit or call for appointments or supportSchedule and communicate appointments for Advisors and manage the team calendar, including annual reviews and service requestsPrepare pre and post appointment documentation in a timely and accurate mannerManage and track incoming referrals, ensuring timely follow-up and visibility into opportunities to serve new membersSupport member onboarding, including gathering required documentation and ensuring a seamless account opening experienceUtilize internal systems to monitor task completion, pipeline activity, and service timelinesMaintain member records and assist in updating member profiles, preferences, activity tracking and financial informationHandle sensitive financial and personal information with a high degree of confidentiality and professionalism in accordance with Credit Union, FINRA and Broker Dealer (LPL Financial Services) requirementsIdeal candidates will have a combination of:Associate's degree in Administrative Services or related program is a plus; a combination of education and experience will always be considered2+ years related experienceStrong verbal and written communication skillsStrong organizational skills, exceptional attention to detail, and sensitivity to deadlinesDemonstrated experience with and aptitude for learning technology, including the Microsoft Office suite, as well as various other applications, platforms, and softwareEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.

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