Administrative Assistant – Wealth Management

Note: We are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions. This position is hybrid.

Join Lafayette Federal Credit Union, a proud recipient of USA Today’s Top Workplaces of 2024 and 2025. As we continue to grow, we are on the lookout for exceptional talent to join our dynamic team. We pride ourselves on our commitment to excellence and our reputation as an employer of choice.

Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! In addition to our Top Workplaces recognition by USA Today, we've earned numerous accolades including:

• Newsweek’s America’s Best Banks list
• A 5-star rating from Bauer Financial
• Recognition by S&P Global’s Top Performing Credit Unions

Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for their unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout the year and giving back to the community.

Professional development, training, and certification is a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities for advancement within the industry.

We are currently seeking an Administrative Assistant – Wealth Management to join our team! The Administrative Assistant - Wealth Management provides administrative and operational support to a department overseeing multiple Financial Advisors as well as our broker‑dealer Raymond James. This role is critical to ensuring efficient daily operations, compliance with regulatory requirements, and a high standard of service to both advisors and clients.

The position requires exceptional organizational skills, discretion, attention to detail, and the ability to manage competing priorities in a fast‑paced financial services environment.

• 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 off‑boarding 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.

• Administrative Effectiveness & Reliability – consistently completes tasks accurately and on time.
• Advisor Support & Responsiveness – provides timely, reliable support to Financial Advisors.
• Compliance & Risk Management – maintains full compliance with firm policies and regulatory requirements.
• Organization & Documentation Management – keeps records well organized and accessible.
• Communication & Professionalism – communicates clearly, professionally, and effectively.
• Collaboration & Team Support – works collaboratively with leadership and colleagues.

• Experience:
  
  One to three years of similar or related experience.
• Education:
  
  High school diploma or GED.
• Interpersonal
  
  Skills:
  
  Much personal contact with others inside or outside the organization, including first‑level conflict resolution, building relationships, and soliciting cooperation.…