Wealth Management Admin Associate (Non-Licensed)

Silver State Schools Credit Union; Nevada (IA); On-site; USD 42,000 - 60,000; Full time

Job summary

Silver State Schools Credit Union is seeking a Wealth Management Non-Licensed Associate to handle day-to-day clerical tasks for the Wealth Management program under the VP of Retail Services. You will schedule appointments for Members and Financial Advisors and perform administrative duties to support sales and referrals.

You will maintain client profiles, assist with marketing and outreach, and help ensure confidentiality and compliance with industry standards.

Qualifications

• High school diploma or GED; six months to one year's related experience or training.
• Knowledge and/or interest in the investment field; series 6 and/or investment license preferred, but not required.
• Strong customer service and administrative skills.

Responsibilities

• Schedule appointments for Members and Financial Advisors.
• Provide day-to-day clerical support to the Wealth Management program and staff.
• Maintain client profiles and records; manage referrals and outreach.
• Assist with marketing efforts and client communications for the wealth team.
• Maintain confidentiality of member information per policy and privacy rules.
• Support compliance with FINRA and partner standards; ensure accurate reporting.

Skills

Administrative support

Scheduling appointments

Customer service

Education

High school diploma or GED

Tools

Brokerage software

Job description

Silver State Schools Credit Union is seeking a Wealth Management Non-Licensed Associate to handle day-to-day clerical tasks for the Wealth Management program under the VP of Retail Services. You will schedule appointments for Members and Financial Advisors and perform administrative duties to support sales and referrals.

You will maintain client profiles, assist with marketing and outreach, and help ensure confidentiality and compliance with industry standards.