Wealth Management Operations Specialist

Navigant Credit Union; Smithfield (RI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) match

Tuition reimbursement

Paid volunteer days

Medical and dental benefits

Job summary

Navigant Credit Union in Rhode Island is seeking an organized Administrative Assistant to support the NCU Financial Services program for members and staff. You will schedule appointments, handle calls, and assist with seminar prep and marketing materials.

Responsibilities include maintaining marketing lists, processing routine documents, and providing accurate reports while ensuring compliance with regulations and delivering excellent member service.

Qualifications

• High School Diploma with related coursework in word processing and administrative skills.
• 3 years previous experience in an administrative support role, preferably in a credit union or financial institution.
• Strong organizational, analytical and problem-solving skills.
• Ability to manage multiple projects with limited supervision, on time and with an effective outcome.
• Strong member/customer service aptitude and commitment to regulatory compliance.
• Ability to gather data, compile information and generate reports.
• Team-oriented and able to work independently.
• Handle confidential member information with a service-oriented mindset.
• Excellent verbal, written, telephone and interpersonal communication.
• PC proficiency with WebEx and Teams; MS Office and Internet; willingness to learn investment software.
• Comfort with office equipment; some travel; ability to lift up to 10 lbs.

Responsibilities

• Schedules appointments with members and NCU Financial Advisors.
• Provides administrative support for NCU Financial Services program, including calls, memos, calendars, and marketing lists.
• Markets the program to employees and members; assists with seminar prep and mailings.
• Performs daily checklist items: document reviews, account changes, transfers, trades, new accounts; escalates as needed.
• Performs weekly checklist items: cash/address change reports, scans paperwork, reviews unmatched accounts.
• Performs monthly checklist items: birthday cards, household cleanup report, monthly economic update; prepares mailing reviews.
• Performs quarterly items: pull client mailing lists, update advertising log, organize seminars/events.
• Performs annual items: distribute RMD letters, holiday cards, year-end/new year letters; orders SS booklets.
• Performs other related duties as assigned by the NCU Financial Sales Coordinator.

Skills

Administrative support

Organizational skills

Customer service

Communication skills

Data reporting

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

WebEx

Microsoft Teams

Job description

Navigant Credit Union in Rhode Island is seeking an organized Administrative Assistant to support the NCU Financial Services program for members and staff. You will schedule appointments, handle calls, and assist with seminar prep and marketing materials.

Responsibilities include maintaining marketing lists, processing routine documents, and providing accurate reports while ensuring compliance with regulations and delivering excellent member service.