Administrative Assistant

Ultipro; Appleton (WI); On-site; USD 34,000 - 46,000; Full time

Job summary

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

Qualifications

• Experience in customer service or call center preferred.
• Strong organizational abilities and attention to detail.
• Excellent communication and professional demeanor.
• Comfort with handling sensitive information securely.

Responsibilities

• Provide exceptional, WOW service to internal and external members and partners.
• Serve as the first point of contact for appointments or support.
• Schedule and communicate appointments for Advisors and manage the team calendar.
• Prepare pre and post appointment documentation in a timely and accurate manner.
• Manage and track incoming referrals with timely follow-up.
• Support member onboarding and ensure a seamless account opening experience.
• Utilize internal systems to monitor task completion and service timelines.
• Maintain member records and assist in updating profiles and financial information.
• Handle confidential information with professionalism per regulations.

Skills

Customer service

Organizational skills

Communication

Technical savvy

Tools

MS Office

CRM systems

Calendar management

Job description

Oneida Street Branch
Appleton, WI 54915, USA

Description

As 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 partners
• Serve as the first point of contact for members as they visit or call for appointments or support
• Schedule and communicate appointments for Advisors and manage the team calendar, including annual reviews and service requests
• Prepare pre and post appointment documentation in a timely and accurate manner
• Manage and track incoming referrals, ensuring timely follow-up and visibility into opportunities to serve new members
• Support member onboarding, including gathering required documentation and ensuring a seamless account opening experience
• Utilize internal systems to monitor task completion, pipeline activity, and service timelines
• Maintain member records and assist in updating member profiles, preferences, activity tracking and financial information
• Handle 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) requirements

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.