Administrative Assistant

Responsibilities

• Provide exceptional, WOW service to internal and external members, board members, vendors and partners
• Serve as the first point of contact for members as they visit or call for appointments or support
• Schedule and communicate appointments for Advisors and manage the team calendar, including annual reviews and service requests
• Prepare pre and post appointment documentation in a timely and accurate manner
• Manage and track incoming referrals, ensuring timely follow-up and visibility into opportunities to serve new members
• Support member onboarding, including gathering required documentation and ensuring a seamless account opening experience
• Utilize internal systems to monitor task completion, pipeline activity, and service timelines
• Maintain member records and assist in updating member profiles, preferences, activity tracking and financial information
• Handle sensitive financial and personal information with a high degree of confidentiality and professionalism in accordance with Credit Union, FINRA and Broker Dealer (LPL Financial Services) requirements

Requirements

• Average 2 years of related experience
• Associate’s degree in Administrative Services or related program is a plus
• Strong verbal and written communication skills
• Strong organizational skills, exceptional attention to detail, and sensitivity to deadlines
• Demonstrated experience with and aptitude for learning technology, including the Microsoft Office suite, as well as various other applications, platforms, and software