Wealth Management Admin & Client Support

Workers Federal Credit Union; Littleton (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Workers Credit Union is seeking a Financial Assistant in Littleton, MA, to support the Wealth Management Program, assist with appointment coordination, client communications, and document preparation, while operating in a regulated, unlicensed role.

The role provides coordinated sales and service support to Financial Advisors, helping with client communications, scheduling, and maintaining accurate records.

Responsibilities

• Serve as a primary point of contact between the financial advisor, prospects, and clients.
• Provide professional, courteous, and responsive service to members and staff.
• Respond to routine inquiries and direct investment-related questions to licensed personnel.
• Maintain regular communication with clients regarding scheduling and paperwork.
• Follow up with clients to obtain missing information for account processing.
• Schedule client appointments, account reviews, and advisor meetings.
• Prepare client meeting packets, reports, and correspondence.
• Organize and maintain electronic and physical client records.
• Coordinate with internal departments to facilitate service requests.
• Assist with broker-dealer CRM, referrals, and member events.

Job description

Workers Credit Union is seeking a Financial Assistant in Littleton, MA, to support the Wealth Management Program, assist with appointment coordination, client communications, and document preparation, while operating in a regulated, unlicensed role.

The role provides coordinated sales and service support to Financial Advisors, helping with client communications, scheduling, and maintaining accurate records.