WWM Administrative Assistant

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 $1.6 billion in assets, 15 branches, and over 81,000 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.

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.