Financial Advising Admin Pro — Member Services & Scheduling

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

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.