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Job Openings: Financial Planning Administrator

Announcement Date:May 13, 2019
Location of Position:Sharon Credit Union - Branch Location TBD
Days:Monday - Friday


This is a full-time position. This position will interact with clients, member service representatives, and the lending department to service the client experience. Primarily responsible for onboarding members to the practice, servicing everyday questions and assisting Financial Planners in the data collection and formatting process.

Responsibilities and Duties include (but are not limited to):

  • Manage incoming calls
  • Schedule client appointments
  • Prepare for client meetings
  • Enter notes and tasks into Client Relationship Manager (CRM)
  • Maintain and organize client records
  • Handle client service issues as they arise
  • Handle client meeting follow-up and tasks as delegated
  • Manage new client onboarding process
  • Coordinate with SCU member service reps to open deposit accounts for clients
  • Work with Lending Department to gather information for underwriting any client loans
  • Coordinate any life insurance underwriting questions with Back 9 Insurance Brokerage
  • Maintain monthly reconciliation reports for senior management
  • Attend and assist with client events. Some may be in the evening.
  • Work towards attaining a Series 65 (Uniform Investment Adviser Law) certification, and any other applicable certifications.


  • Previous customer services experience
  • Excellent organizational skills and great attention to detail
  • Strong verbal, listening and written communication skills
  • Independent and self-motivated
  • Problem solver, ability to anticipate and understand future steps necessary to accomplish tasks
  • Professionalism

How to Apply

Apply Online for Financial Planning Administrator
Upload Your Resume for Financial Planning Administrator

If it is more convenient you may also complete and print an employment application and submit along with a copy of your resume to Sharon Credit Union in person or by mail to:

Human Resources
Sharon Credit Union
30 Pond Street
Sharon, MA 02067

View all Career Opportunities



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