Westmark Investment Services Administrative Assistant at Westmark Credit Union – Eagle, Idaho

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

· 60 % of our employees have been part of the Westmark family for 5+ years.

· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

· 85% of our managers were promoted from within the company.

· Westmark has been in business since 1954 and has recently grown to over $1.2 billion in assets, 15 branches, and over 70,000 members!

We also have some of the most impressive benefits in the industry:

· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.

· Excellent health insurance options for employees and family with shared premiums

· 401k with 75% company match and 2% profit sharing contribution

· Tuition Reimbursement and Scholarships

· Employee Assistance Program (Free counseling and legal services)

Position Summary: Performs a variety of clerical functions to support the Westmark Investment Services Program under general supervision. Responsibilities include managing administrative tasks, ensuring accurate record-keeping, and providing organizational support to facilitate efficient program operations. The role requires attention to detail, effective communication, and the ability to handle multiple priorities in a professional manner.

Schedule: Approximately 40 hours within a Monday through Friday work week

Responsibilities:

• Provide clerical and administrative support to the Westmark Investment Services (WIS) Program, ensuring operational efficiency.
• Schedule appointments with WIS representatives by placing marketing calls to prospective clients from referrals.
• Prepare and distribute client correspondence, including birthday cards, welcome letters, and client review letters.
• Perform account maintenance transactions, such as processing address changes, deposits, and withdrawals for clients.
• Serve as the primary point of contact for organizing, maintaining, and administering the Client Referral Program and Referral Tracking.
• Assist with planning and coordinating client seminars and events presented by WIS representatives.
• Manage and update client information in Redtail CRM, including tracking referrals, entering client data, and organizing workflows.
• Guide clients in setting up and navigating Account View Online Access.
• Support WIS representatives by conducting follow-up calls with clients after appointments and addressing client inquiries.
• Execute any additional duties assigned by the WIS Administrator.

Qualifications:

• Education: High school diploma required; college degree preferred.
• Experience: Office management experience preferred, with proven ability to organize and manage administrative tasks.
• Technical Skills: Proficiency in personal computers, word processing software, Excel spreadsheets, and client management systems such as Redtail CRM.
• Communication: Strong oral and written communication skills, with a focus on professionalism and customer service.
• Attention to Detail: Demonstrated accuracy and efficiency in processing detailed material.
• Self-Motivation: Ability to work independently, prioritize tasks, and manage time effectively.

Key Competencies:

• Client Focus: Ability to interact with members and co-workers professionally, representing Westmark with integrity and enthusiasm.
• Reliability: Maintains consistent attendance and takes accountability for actions.
• Organization: Exceptional organizational skills to manage multiple tasks, referral programs, and client workflows efficiently.
• Team Collaboration: Works cooperatively with WIS representatives and administrators to support program goals.
• Technical Proficiency: Expertise in using CRM tools, maintaining client records, and performing account maintenance transactions.
• Adaptability: A proactive self-starter with the ability to adapt to evolving priorities and provide innovative solutions.

Physical Requirements:

• Manual Dexterity and hand-eye coordination for tasks such as typing and operating office equipment.
• Sitting for extended periods of time.
• Visual and auditory abilities to understand and communicate with the public.
• Repetitive motion using wrists, hands, and fingers.
• Occasionally lift and carry up to 15 lbs., if required for departmental tasks.

Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.