Wealth Management Administrative Assistant

Overview

Hudson Valley Credit Union is currently recruiting for the position of Wealth Managemetn Administrative Assistant. Primary Function : Provide administrative and clerical support to the Wealth Management office. Handle all administrative activities for the VP of Financial Services, AVP Operations, and Sales Assistants.

Responsibilities

• Answer phone in a professional and courteous manner while providing information about our services, referring caller to the appropriate Wealth Management Financial Consultant or HVCU department, answer operational inquiries with respect, tact and diplomacy.
• Create and maintain client files, prepare all documents, applications, checks or forms for submission to broker / dealer to be imaged; follow up to ensure documents are clearly legible.
• Review, evaluate and process referrals within service level standards, create client record in CRM database, or enter into existing record, schedule appointment when possible, forward referral to appropriate Sales Assistant. Deliver CRS disclosure via phone or email in compliance with broker / dealer requirements. Enter notes into CRM management of all activity related to a client or prospect account.
• Manage and order Wealth Management department supplies. Organize and maintain Wealth Management supply room.
• Maintain Wealth Management client correspondence and update information. Open and distribute daily mail, handle all incoming and outgoing faxes.
• Manage monthly reports for referral activity from HVCU employees sent to Wealth Management, integrate data into existing Excel spread sheets, formulate totals and submit final report to HVCU Human Resources department on a monthly basis.
• Arrange Wealth Management staff meetings. Schedule appointments and update event calendars.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
• Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism.
• Responsible for regular and predictable attendance including punctuality.

Qualifications

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Why Choose HVCU?

Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come b e part of a Great Place to Work!

Employee Perks :

Hudson Valley Credit Union is an AA / EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.