Administrative Assistant – Wealth Management

Lafayette Federal Credit Union • Rockville, MD

2h • $62,000 - $70,000 • Hybrid

About The Position

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

• One year to three years of similar or related experience.
• A high school education or GED.
• Strong communication (verbal and written), organizational, analytical, and problem-solving skills.
• Excellent member relations skills.
• Ability to function in financial institution environment and utilize standard office equipment
• Fundamental knowledge of related HR regulations governing the state of Maryland and the District of Columbia

Responsibilities

• 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
• 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
• 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

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED