Member Services Admin Assistant - Financial Advising

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

Job summary

Community First Credit Union’s Appleton branch seeks an Administrative Assistant to support our Financial Advising team. You’ll balance calls, appointment requests, and follow‑ups with outstanding member service and accurate documentation.

Ideal candidates have an Associate degree or equivalent, 2+ years’ experience, strong communication and organizational skills, and proficiency with Microsoft Office plus the ability to learn new systems.

Qualifications

• Associate’s degree in Administrative Services is a plus; a combination of education and experience will 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

Responsibilities

• 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

Skills

Customer service

Organizational skills

Communication skills

Attention to detail

Tech savviness

Microsoft Office

Education

Associate degree in Administrative Services

Tools

Microsoft Office

Job description

Community First Credit Union’s Appleton branch seeks an Administrative Assistant to support our Financial Advising team. You’ll balance calls, appointment requests, and follow‑ups with outstanding member service and accurate documentation.

Ideal candidates have an Associate degree or equivalent, 2+ years’ experience, strong communication and organizational skills, and proficiency with Microsoft Office plus the ability to learn new systems.