Financial Program Assistant

Kohler Credit Union•Sheboygan, WI

2d•$21 - $24•Onsite

About The Position

Looking for a role where your attention to detail, organization, and passion for helping others truly make a difference? As a Financial Program Assistant onsite at our Corporate Center in Sheboygan, WI, with a pay of $21.25 - $23.80 per hour, you will support our investment and retirement advisors while creating a seamless and positive experience for our members. You will coordinate schedules, manage client communications, assist with financial processes, and help plan events, keeping everything running smoothly and ensuring members feel confident in their financial journey. Why Join Kohler Credit Union At Kohler Credit Union, we value more than technical skills. You will be part of a team that recognizes your strengths and invests in your growth. We prioritize work-life balance and offer a competitive starting wage of $21.25 - $23.80 per hour, along with comprehensive benefits including medical, dental, vision, a 401(k) plan, generous paid time off, and tuition assistance. You will thrive in a collaborative environment where professional development, learning, and making a meaningful impact for our members and community are part of every day. A Day in the Life: Financial Program Assistant In this role, your day is centered around supporting both clients and advisors. You will manage client communications, ensuring timely and accurate follow-ups, while keeping advisor calendars organized by coordinating meetings and appointments. You will assist with preparing reports and presentations and help process IRA activities such as contributions, distributions, and rollovers with strong attention to detail and compliance. You will also support the planning of seminars, workshops, and client events by handling logistics, communications, and coordination with marketing and advisory teams. Throughout it all, you will maintain accurate records in CRM systems and ensure all work aligns with credit union policies and financial regulations, playing a key role in keeping operations running smoothly.

Requirements

High school diploma or equivalent; coursework in finance or business is a plus
2 or more years in administrative support, customer service, or financial services
Signature Guarantee Medallion Program and Notary Public certifications, or willingness to obtain
Strong organizational skills and ability to manage multiple priorities
Excellent written and verbal communication skills

Nice To Haves

coursework in finance or business

Responsibilities

Manage client communications, ensuring timely and accurate follow-ups
Keep advisor calendars organized by coordinating meetings and appointments
Assist with preparing reports and presentations
Help process IRA activities such as contributions, distributions, and rollovers with strong attention to detail and compliance
Support the planning of seminars, workshops, and client events by handling logistics, communications, and coordination with marketing and advisory teams
Maintain accurate records in CRM systems
Ensure all work aligns with credit union policies and financial regulations