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Office Administrator/ Coordinator

Wealth Management Administrative Specialist

Job in Mishawaka, St. Joseph County, Indiana, 46546, USA
Listing for: Everwise Credit Union
Full Time position
Listed on 2026-01-19
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services institution located in Mishawaka is seeking an Investment Services Coordinator to support the Wealth Management team. This role is responsible for enhancing client relationships through administrative support, processing investment documentation, and assisting Financial Advisors. The ideal candidate has strong communication skills and a basic understanding of investment services, with at least 1 year of experience in administration or customer service.

This role requires attention to detail and proficiency in Microsoft Office.
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