Financial Assistant

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Full Time Professional Littleton, MA, US

Salary: $65,000.00 Annually

Department or Branch:Worker Investments & Planning Solutions

At Workers Credit Union, everything starts with a simple but powerful purpose:
We enable financial prosperity through values-driven solutions because everyone deserves a future they can believe in.

For more than a century, we’ve been a trusted partner in helping people make confident financial decisions and build stronger futures. Today, as a $2.5B organization serving over 120,000 members, we continue to evolve, thoughtfully blending personal connection with modern capabilities to better support our members in the moments that matter most.

We call this the Workers Way. It shapes how we show up every day, with personalized guidance, practical solutions, and a deep commitment to doing what’s right. Just as importantly, it defines how we work together. We choose purpose over ego. We communicate directly with respect. We dare to grow. We do the right thing, always
. And we win together
, because meaningful results are built through shared success.

As we look ahead, we’re building on a strong foundation and continuing to evolve how we operate and deliver impact, simplifying experiences and strengthening capabilities.
We have big plans for the future, and we hope you’ll be part of what comes next.

The Financial Assistant provides administrative, client service, and operational support to the Credit Union's Wealth Management Program. This role supports Financial Advisors, Senior Financial Advisors, and Program Management by assisting with appointment coordination, client communications, document preparation, workflow management, and general office administration. The Financial Assistant plays an important role in delivering exceptional client experience by ensuring efficient administrative support and timely service while operating within the regulatory limitations of a non-licensed position.

This role does not provide investment advice, discuss specific investment recommendations, solicit securities transactions, or perform activities requiring securities or insurance licensure.

Additionally, the Financial Assistant provides coordinated sales and service support to Financial Advisors. This includes direct and indirect communication with credit union members, prospects, and existing clients, in efforts to identify sales opportunities for the Financial Advisors.

• Serve as a primary point of contact between the financial advisor, prospects, and clients.
• Provide professional, courteous, and responsive service to members, clients, and credit union employees.
• Respond to routine inquiries and direct investment-related questions to appropriately licensed personnel.
• Maintain regular communication with clients regarding scheduling, paperwork requirements, and service requests.
• Follow up with clients to obtain missing information or documentation needed for account processing.

• Schedule client appointments, account reviews, and advisor meetings.
• Manage advisor calendars and assist with meeting coordination.
• Prepare client meeting packets, reports, presentations, and correspondence.
• Organize and maintain electronic and physical client records.
• Assist with filing, scanning, document indexing, and records management.
• Review meeting results and execute follow-up steps as directed by the Financial Advisor.
• Process and finalize closed business.
• Track progress, prepare reports, and document sales…