Auxiliary accounting assistant supporting financial operations at Grupo Panvel through various tasks. Involves collaboration with different internal areas and usage of ERP systems.
LU
Hybrid Administrative Assistant – Wealth Management
Posted 2 months ago
About the role
- Administrative Assistant supporting Wealth Management department at Lafayette Federal Credit Union. Managing operations, compliance, and assisting Financial Advisors in a hybrid work model.
Responsibilities
- Provide comprehensive administrative support to department leadership and Financial Advisors, including calendar management, meeting coordination, and correspondence
- Prepare, proofread, and distribute internal and external communications, reports, and presentations
- Maintain organized electronic and physical filing systems in accordance with firm and regulatory standards
- Coordinate onboarding and offboarding logistics for Financial Advisors and support staff
- Serve as a point of contact for internal teams, Raymond James and clients, ensuring timely and professional responses
- Assist with client meeting preparation, including compiling materials and scheduling follow-ups
- Support advisors with routine administrative tasks to allow focus on client service and business development
- Liaise with internal and broker-dealer departments such as Compliance, Operations, HR, and Finance to resolve issues and streamline workflows
- Identify opportunities to improve administrative processes and support efficiency across the department
- Track deadlines, action items, and key deliverables to ensure timely completion
Requirements
- One year to three years of similar or related experience.
- A high school education or GED.
- Strong communication (verbal and written), organizational, analytical, and problem-solving skills.
- Excellent member relations skills.
- Ability to function in financial institution environment and utilize standard office equipment.
- Fundamental knowledge of related HR regulations governing the state of Maryland and the District of Columbia.
Benefits
- Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan)
- Fully funded deductible (HMO Plan)
- 401k employer matching contribution
- Income protection with life insurance, short and long-term disability
- Paid time off, holiday leave & birthday leave
- Educational assistance
- Commuter benefits program and more !
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