Wealth Management Intern
Mountain America Credit Union•West Jordan, UT
273d
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About The Position
The position is for admin support within the Wealth Management Team at Mountain America Credit Union, located at 735 S State Street, Salt Lake City, UT 84111. This is a part-time role with a flexible schedule. The individual will assist in operational support on client accounts, including calls, paperwork, and maintenance. They will learn how to connect with members and branch employees, prospect to members of the credit union, and understand the financial planning process by observing advisor-client appointments.
