Wealth Management Operations Coordinator

ICCU; Meridian (ID); On-site; USD 42,000 - 64,000; Full time

Job summary

Idaho Central Credit Union in Meridian, ID is seeking a Wealth Management Administrative Assistant to support Wealth Advisors and manage daily operations.

The role requires strong administrative and communication skills, experience in financial services preferred, and the ability to handle confidential information. This is an on-site position with occasional light travel and opportunities to contribute to team initiatives.

Qualifications

• Bachelor's degree in relevant field preferred or equivalent experience.
• 2-3 years’ experience in a financial institution environment preferred.
• Securities and insurance licenses preferred but not required (ID and WA).

Responsibilities

• Performs administrative support to Idaho Central Wealth Management Advisors.
• Provide excellent member service, consistent with ICCU and Idaho Central Wealth Management objectives and standards.
• Maintains confidential documents, records, and reports.
• Conducts project research, compiles data, and prepares reports and correspondence for consideration and presentation by the Wealth Advisors.
• Assists with, and takes ownership of, special projects, reports, and other duties as assigned.
• Communicates with broker/dealer as required.
• Works independently and in partnership with Advisors in answering telephone calls, correspondence, and emails.
• Coordinates schedules for meetings and arranges appointments.
• Handles and distributes mail determining appropriate routing of information.
• Prioritize conflicting needs, handle matters expeditiously, proactively and follows through on projects to successful completion.
• Light travel may be required.
• Other duties as assigned.

Skills

Administrative support

Customer service

Communication

Time management

Education

Bachelor's degree

Tools

Excel

Microsoft Word

Outlook

PowerPoint

Job description

Idaho Central Credit Union in Meridian, ID is seeking a Wealth Management Administrative Assistant to support Wealth Advisors and manage daily operations.

The role requires strong administrative and communication skills, experience in financial services preferred, and the ability to handle confidential information. This is an on-site position with occasional light travel and opportunities to contribute to team initiatives.