Wealth Management Administrative Assistant

ICCU•Meridian, ID

30d•Onsite

About The Position

Manage day to day operations, administrative duties, and provide support to the Wealth Advisors. This role performs administrative support to Idaho Central Wealth Management Advisors, provides excellent member service consistent with ICCU and Idaho Central Wealth Management objectives and standards, and maintains confidential documents, records, and reports. The position conducts project research, compiles data, and prepares reports and correspondence for consideration and presentation by the Wealth Advisors. It also assists with and takes ownership of special projects, reports, and other duties as assigned. The role communicates with broker/dealer as required and works independently and in partnership with Advisors in answering telephone calls, correspondence, and emails. It coordinates schedules for meetings and arranges appointments, handles and distributes mail determining appropriate routing of information, and prioritizes conflicting needs, handling matters expeditiously, proactively, and following through on projects to successful completion. Light travel may be required. Other duties as assigned.

Requirements

Excellent word processing skills
Proficient in Excel, Microsoft Word, Outlook, and PowerPoint.
Must maintain a high standard of work ethic and relationships with members and team members.
Professional in appearance, attendance, quality, and quantity of work performed.
Ability to work under pressure and through conflicting situations.
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.
Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).
Sit for extended periods of time.
Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.
Repetitive motion using wrists, hands, and fingers.
Reach keyboards.
Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).
Must be eligible for membership at ICCU to obtain employment.

Nice To Haves

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.