WWM Administrative Assistant

Job overview

The WWM Administrative Assistant role is onsite in Idaho Falls, ID. The stated pay range is $17.02–$22 per hour. The position provides clerical and administrative support to Westmark Credit Union’s Westmark Investment Services Program. The assistant manages records, client communications, appointments, referrals, and account maintenance to support efficient program operations. Coordination with investment representatives and administrators helps maintain client workflows and respond to member inquiries.

What you'll do

• Provide clerical and administrative support to the Westmark Investment Services Program
• schedule appointments and make marketing calls to referred prospective clients
• prepare client correspondence
• process account maintenance transactions
• administer referral tracking
• coordinate seminars and events
• update Redtail CRM
• guide clients through online access
• conduct follow-up calls and address inquiries.

What we're looking for

Skills & competencies

administrative assistant

westmark investment services

credit union

client records

redtail crm

appointment scheduling

referral tracking

idaho falls id

westmark credit union

$17.02–$22/hour

account maintenance

client correspondence

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off of three to five weeks depending on tenure, 11 paid holidays, health insurance options with shared premiums, 401(k) with 75% company match and 2% profit-sharing contribution, tuition reimbursement and scholarships, and employee assistance services.

Why this role

Requires a high school diploma; a college degree and office management experience are preferred. The role uses Redtail CRM and supports client account maintenance.

About the employer

Westmark Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.