Financial Services Assistant

6 days ago


North Liberty, Iowa, United States GreenState Credit Union Full time
Job Description

The Financial Services Assistant will provide direct support to the Wealth Management team, focusing on various areas such as attending meetings, supporting financial advisors, and maintaining the call calendar. This role requires excellent communication skills, both written and oral, as well as the ability to work with minimal direction and exercise sound judgment.

Responsibilities
  • Assist in planning, coordination, and execution of department events.
  • Provide administrative and clerical support for departmental projects and tasks.
  • Interact with internal and external GreenState parties, including employees, department leaders, members, and vendors.
Requirements

To be successful in this role, you must possess a strong analytical mindset, excellent communication skills, and the ability to work independently with minimal supervision.

Salary Information

The estimated annual salary for this position is $31,200, based on 12 weeks of employment at $15.00 per hour.

About Us

GreenState Credit Union exists to create lasting value for those we serve by empowering our employees to create endless opportunities that impact the lives of our members and enhance the vitality of our communities.



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