CFFA Assistant

Community First Credit Union | Wisconsin; Appleton (WI); On-site; USD 38,000 - 48,000; Full time

Job summary

Community First Credit Union is seeking an Administrative Assistant to support our Financial Advising team. You will balance incoming calls, appointment requests, and ongoing follow-up with strong customer service, organization, and technical skills.

The role focuses on supporting the branch and CFFA teams, handling confidential financial information and coordinating appointments and documentation to ensure a seamless member experience.

Qualifications

• 2+ years related experience.
• Strong verbal and written communication skills.
• Excellent organizational skills with attention to deadlines.
• Aptitude for learning technology and using various applications and platforms.
• Combination of education and experience will be considered.

Responsibilities

• Provide exceptional service to internal and external members, board members, vendors and partners.
• Serve as the first contact for members visiting or calling 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 requirements.

Skills

Customer service

Organization

Communication

Attention to detail

Discretion

Education

Associate's degree in Administrative Services or related program

Tools

Microsoft Office Suite

Job 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

Ideal 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 considered
• 2+ years related experience
• Strong verbal and written communication skills
• Strong organizational skills, exceptional attention to detail, and sensitivity to deadlines
• Demonstrated experience with and aptitude for learning technology, including the Microsoft Office suite, as well as various other applications, platforms, and software