Administrative Assistant – Wealth Management

Description

NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions.

Join Lafayette Federal Credit Union, a proud recipient of USA Today's Top Workplaces of 2024 and 2025 award! 

As we continue to grow, we are on the lookout for exceptional talent to join our dynamic team. At Lafayette Federal Credit Union, we pride ourselves on our commitment to excellence and our reputation as an employer of choice.  We believe that the dedication and skills of our team members are crucial to achieving our mission of becoming the premier financial partner for our community. Your potential contributions are invaluable, and we are excited to welcome new team members who share our passion for innovation and high performance.

About us:

Our Difference: What makes Lafayette Federal cutting-edge? 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 also 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

Our Culture: 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 his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community. 

Our Opportunities: 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 of advancement within the industry. 

About the role:

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 

Requirements

Administrative & Operational Support

 • 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 offboarding logistics for Financial Advisors and support staff 

Advisor & Client Support
  • 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

Coordination & Process Improvement
  • 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

Performance Measurements:

• Administrative Effectiveness & Reliability – Consistently completes administrative tasks accurately and on time, with minimal errors or need for rework.
• Advisor Support & Responsiveness – Provides timely, reliable support to Financial Advisors by responding promptly to requests     and proactively anticipating needs.
• Compliance & Risk Management – Maintains full compliance with firm policies and regulatory requirements through accurate     documentation and strict confidentiality.
• Organization & Documentation Management – Keeps records, files, and documentation well organized, current, and easily accessible in     accordance with firm standards.
• Communication & Professionalism – Communicates clearly, professionally, and effectively with advisors, leadership, clients, and internal partners.
• Collaboration & Team Support – Works collaboratively with leadership and colleagues to support departmental goals and ensure smooth daily operations

 Education and Skills:

• Experience: One year to three years of similar or related experience.
• Education: A high school education or GED. 
• Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. 

Other Skills:

(a) Strong communication (verbal and written), organizational, analytical, and problem-solving skills.
(b) Excellent member relations skills.
(c) Ability to function in financial institution environment and utilize standard office equipment
(d) Fundamental knowledge of related HR regulations governing the state of Maryland and the District of Columbia 

Top benefits or perks:

Joining Lafayette Federal comes with perks to support you in your personal and professional journey.

We provide employees with a generous benefits package including:

Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan) 

Fully funded deductible (HMO Plan)

401k employer matching contribution 

Income protection with life insurance, short and long-term disability

Paid time off, holiday leave & birthday leave

Educational assistance

Commuter benefits program and more! 

Pay: $62,000 - $70,000 annually depending on experience and qualifications.

*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer

*EOE/AA/DISABILITY/VETERAN