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Office Administrator/ Coordinator

Wealth Management Coordinator

Job in Waunakee, Dane County, Wisconsin, 53597, USA
Listing for: Summit Credit Union
Full Time position
Listed on 2026-01-12
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking an individual to support the Wealth Management Solutions program. You will be responsible for scheduling appointments, coordinating marketing efforts, and providing administrative support for the program. Ideal candidates should have strong organizational and communication skills and be comfortable working both independently and as part of a team. A high school diploma and proficiency in Salesforce and Microsoft Office are required.
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