Wealth Management Administrative Assistant (Hybrid)

Workers Credit Union; Littleton (MA); On-site; USD 65,000 - 70,000; Full time

Job summary

Workers Credit Union is seeking a Financial Assistant to support the Wealth Management Program. You will assist with appointment coordination, client communications, document preparation, and administrative tasks while ensuring compliance in an unlicensed role.

You will work with Financial Advisors and program management to deliver exceptional service, coordinate meetings, and manage records. The role emphasizes process efficiency and regulated activity boundaries.

Qualifications

• High school diploma or equivalent required.
• 1-3 years of administrative office and client service experience preferred.
• Financial service and sales experience is a plus.
• FINRA SIE recommended within 2 years.

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 questions to licensed personnel.
• Schedule client appointments and manage advisor calendars.
• Prepare client meeting packets, reports, and correspondence.
• Maintain electronic and physical client records and assist with processing.

Skills

Organizational skills

Time management

Attention to detail

Microsoft Office (Excel, Word, Outlook

CRM systems

Clear written & verbal communication

Sales-oriented / self-motivated

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM systems

Job description

Workers Credit Union is seeking a Financial Assistant to support the Wealth Management Program. You will assist with appointment coordination, client communications, document preparation, and administrative tasks while ensuring compliance in an unlicensed role.

You will work with Financial Advisors and program management to deliver exceptional service, coordinate meetings, and manage records. The role emphasizes process efficiency and regulated activity boundaries.