Wealth Management Admin & Client Support
Listed on 2026-10-06
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Finance & Banking
Finance Assistant, Office Administrator/ Coordinator, Banking & Finance -
Administrative/Clerical
Finance Assistant, Office Administrator/ Coordinator, Banking & Finance
Workers Credit Union is seeking a Financial Assistant in Littleton, MA, to support the Wealth Management Program, assist with appointment coordination, client communications, and document preparation, while operating in a regulated, unlicensed role.
The role provides coordinated sales and service support to Financial Advisors, helping with client communications, scheduling, and maintaining accurate records.
As a Wealth Management Admin & Client Support, you will play an important part at Workers Federal Credit Union in Littleton, MA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Littleton, MA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 55.000 - 75.000.
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