Wealth Management Admin & Client Services (Hybrid)

Workers' Credit Union Inc.; Littleton (MA); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

401(k) with match

Paid time off (PTO)

Tuition reimbursement

Employee assistance program (EAP)

Job summary

Workers Credit Union is seeking a Financial Assistant in Littleton, MA to provide administrative, client service, and operational support for the Wealth Management Program. The role assists advisors with scheduling, communications, documents, and workflow while ensuring compliant, timely service in a non-licensed capacity.

The position involves coordinating with members, prospects, and staff to identify opportunities, maintain records, and support sales efforts under supervision of licensed

Qualifications

• High school diploma or equivalent.
• 1–3 years of administrative office and client service experience.
• FINRA SIE recommended within 2 years.

Responsibilities

• Serve as a primary contact between financial advisor, prospects, and clients.
• Provide professional, courteous, and responsive service to members and colleagues.
• Respond to routine inquiries and direct investment-related questions to licensed personnel.
• Schedule client appointments and maintain advisor calendars.
• Prepare client meeting packets, reports, and correspondence.
• Maintain electronic and physical client records.
• Track progress and document sales results.
• Coordinate with internal departments to support service requests.

Skills

Organizational skills

Time-management

Communication skills

Attention to detail

Multi-tasking

Teamwork

Sales-oriented

Self-motivation

Education

High school diploma or equivalent

Tools

Microsoft Office (Excel, Word, Outlook)

CRM systems

Job description

Workers Credit Union is seeking a Financial Assistant in Littleton, MA to provide administrative, client service, and operational support for the Wealth Management Program. The role assists advisors with scheduling, communications, documents, and workflow while ensuring compliant, timely service in a non-licensed capacity.

The position involves coordinating with members, prospects, and staff to identify opportunities, maintain records, and support sales efforts under supervision of licensed