Processes paperwork on sales activities, establishes and maintains client files, files vendor statements, submits expenses for payment, takes incoming calls, processes incoming and outgoing mail, keeps supplies and brochures (prospectus and applications) current and maintains updated records. Additionally, this role will perform administrative functions in support of sales/referrals, outbound referral calls, client maintenance, liaison between the Financial Advisor and Credit Union Staff, all to achieve all Wealth Management Program and Credit Union goals.