Client-Focused Admin Assistant, Investment Services

Westmark; Idaho Falls (ID); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

PTO 3–5 weeks annually

11 paid holidays

Health insurance

401k match 75%

Tuition reimbursement

Employee assistance program

Job summary

Westmark Credit Union in Idaho Falls is seeking a detail-oriented office administrator to support the Westmark Investment Services Program under general supervision. You will manage administrative tasks, maintain records, and help keep operations efficient.

Responsibilities include scheduling client meetings, handling client correspondence, processing account updates, managing the Client Referral Program, coordinating seminars, and updating client data in Redtail CRM.

Qualifications

• High school diploma required; college degree preferred.
• Office management experience preferred.
• Proficiency with PC, Word, Excel, and Redtail CRM.
• Strong communication and customer service skills.
• Attention to detail and ability to manage time effectively.
• Self-motivated with ability to work independently.

Responsibilities

• Provide clerical and administrative support to the Westmark Investment Services Program.
• Schedule appointments with clients and manage referrals.
• Prepare and distribute client correspondence and letters.
• Process account maintenance transactions and update client records.
• Manage Client Referral Program and referral tracking.
• Coordinate client seminars and events with WIS representatives.
• Maintain client data in Redtail CRM and assist with onboarding.
• Assist clients with online account access and follow-up inquiries.

Skills

Office management

Customer service

Communication

Time management

Teamwork

Education

High school diploma

College degree preferred

Tools

Redtail CRM

MS Word

Excel

Job description

Westmark Credit Union in Idaho Falls is seeking a detail-oriented office administrator to support the Westmark Investment Services Program under general supervision. You will manage administrative tasks, maintain records, and help keep operations efficient.

Responsibilities include scheduling client meetings, handling client correspondence, processing account updates, managing the Client Referral Program, coordinating seminars, and updating client data in Redtail CRM.