Temporary Wealth Team Assistant
Redwood City, CA Redwood City, CA Temporary Temporary $23 - $25 an hour $23 - $25 an hour 15 hours ago 15 hours ago 15 hours ago Do you have excellent customer service, communication skills, and presentation skills? Do you have strong attention to detail with a proven record of high quality of work? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, we'd love to talk with you about San Mateo Credit Union's Temporary Wealth Team Assistant Position! Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-oriented financial institution.
We have a strong culture based on shared values of people helping people and making a difference in the communities we serve.
We are committed to supporting each other, fostering a great member experience, and having a positive impact on the financial lives of our members, employees and communities.
Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization.
If you value collaboration, forward-thinking, and giving back, this just might be the place for you.
SALARY & BENEFITS SMCU reflects the value placed on employees by providing an excellent salary and benefits package:
Starting pay of $23.
00 - $25.
00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions We anticipate this temporary assignment will end in 4 months.
POSITION SUMMARY Responsible for administrative support and coordination of activities related to Wealth Management client services.
PRIMARY RESPONSIBILITIES Provides administrative support for the Wealth Management team, including follow-up with existing clients, accurately completing client paperwork and data input, and other administrative tasks as needed.
Handles routine client inquiries; effectively works with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and client satisfaction.
Coordinates projects, prepares reports and financial data, as needed.
Follow the rules and regulations set forth by your Program Manager, FINRA, SEC and the Credit Union's broker/dealer.
Remains cognizant of and adheres to company policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Must comply with applicable laws and regulations, including but not limited to, Customer Identification Program, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.
Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Completes other duties as assigned.
PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.
Employee must occasionally lift and/or move up to 5 pounds.
Employee may occasionally work overtime.
These activities are not necessarily performed to the same degree and combination every day.
Apply Now for Consideration! San Mateo Credit Union is an Equal Opportunity Employer.
Two years of experience in the financial services industry preferred Excellent customer service, communication skills and presentation skills Great organization and time management skills Proven record of producing high quality of work; attention to detail Professional, well-developed oral, written and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers Ability to work well with all levels of internal management and staff, as well as outside clients and vendors Exhibits strengths in the areas of:
Ethics, Corporate Values, Dependability, Initiative & Teamwork Provides administrative support for the Wealth Management team, including follow-up with existing clients, accurately completing client paperwork and data input, and other administrative tasks as needed.
Handles routine client inquiries; effectively works with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and client satisfaction.
Coordinates projects, prepares reports and financial data, as needed.
Follow the rules and regulations set forth by your Program Manager, FINRA, SEC and the Credit Union's broker/dealer.
Remains cognizant of and adheres to company policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Must comply with applicable laws and regulations, including but not limited to, Customer Identification Program, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.
Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Completes other duties as assigned.
While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.
Employee must occasionally lift and/or move up to 5 pounds.
Employee may occasionally work overtime.
These activities are not necessarily performed to the same degree and combination every day.
Two years of experience in the financial services industry preferred Excellent customer service, communication skills and presentation skills Great organization and time management skills Proven record of producing high quality of work; attention to detail Professional, well-developed oral, written and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers Ability to work well with all levels of internal management and staff, as well as outside clients and vendors Exhibits strengths in the areas of:
Ethics, Corporate Values, Dependability, Initiative & Teamwork.
Estimated Salary: $20 to $28 per hour based on qualifications.
We have a strong culture based on shared values of people helping people and making a difference in the communities we serve.
We are committed to supporting each other, fostering a great member experience, and having a positive impact on the financial lives of our members, employees and communities.
Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization.
If you value collaboration, forward-thinking, and giving back, this just might be the place for you.
SALARY & BENEFITS SMCU reflects the value placed on employees by providing an excellent salary and benefits package:
Starting pay of $23.
00 - $25.
00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions We anticipate this temporary assignment will end in 4 months.
POSITION SUMMARY Responsible for administrative support and coordination of activities related to Wealth Management client services.
PRIMARY RESPONSIBILITIES Provides administrative support for the Wealth Management team, including follow-up with existing clients, accurately completing client paperwork and data input, and other administrative tasks as needed.
Handles routine client inquiries; effectively works with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and client satisfaction.
Coordinates projects, prepares reports and financial data, as needed.
Follow the rules and regulations set forth by your Program Manager, FINRA, SEC and the Credit Union's broker/dealer.
Remains cognizant of and adheres to company policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Must comply with applicable laws and regulations, including but not limited to, Customer Identification Program, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.
Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Completes other duties as assigned.
PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.
Employee must occasionally lift and/or move up to 5 pounds.
Employee may occasionally work overtime.
These activities are not necessarily performed to the same degree and combination every day.
Apply Now for Consideration! San Mateo Credit Union is an Equal Opportunity Employer.
Two years of experience in the financial services industry preferred Excellent customer service, communication skills and presentation skills Great organization and time management skills Proven record of producing high quality of work; attention to detail Professional, well-developed oral, written and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers Ability to work well with all levels of internal management and staff, as well as outside clients and vendors Exhibits strengths in the areas of:
Ethics, Corporate Values, Dependability, Initiative & Teamwork Provides administrative support for the Wealth Management team, including follow-up with existing clients, accurately completing client paperwork and data input, and other administrative tasks as needed.
Handles routine client inquiries; effectively works with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and client satisfaction.
Coordinates projects, prepares reports and financial data, as needed.
Follow the rules and regulations set forth by your Program Manager, FINRA, SEC and the Credit Union's broker/dealer.
Remains cognizant of and adheres to company policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Must comply with applicable laws and regulations, including but not limited to, Customer Identification Program, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.
Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Completes other duties as assigned.
While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.
Employee must occasionally lift and/or move up to 5 pounds.
Employee may occasionally work overtime.
These activities are not necessarily performed to the same degree and combination every day.
Two years of experience in the financial services industry preferred Excellent customer service, communication skills and presentation skills Great organization and time management skills Proven record of producing high quality of work; attention to detail Professional, well-developed oral, written and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers Ability to work well with all levels of internal management and staff, as well as outside clients and vendors Exhibits strengths in the areas of:
Ethics, Corporate Values, Dependability, Initiative & Teamwork.
Estimated Salary: $20 to $28 per hour based on qualifications.
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