Wealth Management Administrative Assistant (Hybrid)
Workers Credit Union
Workers Credit Union is seeking a Financial Assistant to support the Wealth Management Program. You will assist with appointment coordination, client communications, document preparation, and administrative tasks while ensuring compliance in an unlicensed role. You will work with Financial Advisors and program management to deliver exceptional service, coordinate meetings, and manage records. The role emphasizes process efficiency and regulated activity boundaries. #J-18808-Ljbffr Workers Credit Union
Vacancy posted 2 days ago
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