Administrative Assistant

TEKsystems

38d•$22 - $25•Hybrid

About The Position

Administrative Assistant — Investment & Lending Support Make a difference for members every day. Join a collaborative team that supports our Investment Services program and Consumer Lending partners. You’ll be the go‑to administrative pro who keeps member service moving, processes running smoothly, and compliance standards on track—so advisors and lenders can focus on delivering exceptional financial guidance. What you’ll do Support member service & sales: Handle inbound/outbound calls, prepare account paperwork, coordinate servicing, and resolve issues with care and professionalism. Own CRM discipline: Monitor referral workflows, SLAs, dashboards, and reporting; help the team stay data‑driven and responsive. Partner with Lending: Coordinate stock‑secured loan collateral account opening, servicing, and maintenance in partnership with Consumer Lending teams. Keep us audit‑ready: Maintain organized files and records aligned to regulatory requirements (FINRA, OSJ, and insurance agency standards). Find better ways: Spot process and workflow improvements and help implement them. What you’ll bring Education: High school diploma (or equivalent). Experience: 1+ year in administrative support, call center, or retail branch operations—ideally with exposure to insurance, investment, and traditional credit union products; experience supporting an investment team is a plus. Organizational strength: Ability to prioritize multiple activities under tight deadlines; meticulous follow‑through. Data & presentation skills: Comfortable preparing reports and charts for leaders and clients. Professional integrity: Proven ability to handle sensitive documents with discretion. Tech fluency: Familiarity with CRM tools (e.g., Salesforce or Microsoft Dynamics) and solid Microsoft Office skills. Industry awareness: Broad knowledge of credit union operations, products, and regulatory context. Why you’ll love it here Member impact: Your work directly supports people’s financial goals and peace of mind. Team culture: Helpful peers, approachable leaders, and a service‑first mindset. Growth: Build skills in investment services, lending operations, compliance, and CRM analytics. Competitive rewards: Compensation and benefits designed to support your overall wellbeing (details provided during the interview process).

Requirements

High school diploma (or equivalent).
1+ year in administrative support, call center, or retail branch operations—ideally with exposure to insurance, investment, and traditional credit union products; experience supporting an investment team is a plus.
Ability to prioritize multiple activities under tight deadlines; meticulous follow‑through.
Comfortable preparing reports and charts for leaders and clients.
Proven ability to handle sensitive documents with discretion.
Familiarity with CRM tools (e.g., Salesforce or Microsoft Dynamics) and solid Microsoft Office skills.
Broad knowledge of credit union operations, products, and regulatory context.

Nice To Haves

experience supporting an investment team is a plus

Responsibilities

Handle inbound/outbound calls, prepare account paperwork, coordinate servicing, and resolve issues with care and professionalism.
Monitor referral workflows, SLAs, dashboards, and reporting; help the team stay data‑driven and responsive.
Coordinate stock‑secured loan collateral account opening, servicing, and maintenance in partnership with Consumer Lending teams.
Maintain organized files and records aligned to regulatory requirements (FINRA, OSJ, and insurance agency standards).
Spot process and workflow improvements and help implement them.