Investment Services Coordinator
Everwise Credit Union(2 months ago)
About this role
The Investment Services Coordinator supports the Wealth Management team by providing administrative and service support to ensure smooth client management and efficient team operations. The role involves assisting with client communication, preparing account documentation, and maintaining accurate client records to help strengthen client relationships and enable the advisors' work.
Required Skills
- Client Communication
- Documentation
- Account Processing
- Customer Service
- Analytical Skills
- Microsoft Excel
- Scheduling
- Compliance
- Research
- Detail Orientation
Qualifications
- High School Diploma
- GED
- Bachelor's Degree in Finance or Business (Preferred)
About Everwise Credit Union
everwisecu.comEverwise Credit Union in Northern IN and Southwest MI offers various account and loan products, including credit cards, mortgages and more. Explore online.
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