Client-Focused Admin Assistant - Financial Advisory

Community First Credit Union

Ultipro's Oneida Street branch in Appleton, WI seeks an Administrative Assistant to support our Financial Advising team, handling calls, appointments, and follow-up to deliver exceptional member service. You will schedule advisor appointments, prepare documents, manage referrals, and assist onboarding while maintaining confidential information with the utmost discretion.

You will also coordinate calendar activities, monitor service timelines, and ensure accurate recordkeeping across systems to

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Vacancy posted 1 day ago

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