Financial Program Assistant

Support Success. Build Relationships. Grow Your Career.

Looking for a role where your attention to detail, organization, and passion for helping others truly make a difference? As a Financial Program Assistant onsite at our Corporate Center in Sheboygan, WI, with a pay of $21.25 - $23.80 per hour, you will support our investment and retirement advisors while creating a seamless and positive experience for our members. You will coordinate schedules, manage client communications, assist with financial processes, and help plan events, keeping everything running smoothly and ensuring members feel confident in their financial journey.

Why Join Kohler Credit Union

At Kohler Credit Union, we value more than technical skills. You will be part of a team that recognizes your strengths and invests in your growth. We prioritize work-life balance and offer a competitive starting wage of $21.25 - $23.80 per hour, along with comprehensive benefits including medical, dental, vision, a 401(k) plan, generous paid time off, and tuition assistance. You will thrive in a collaborative environment where professional development, learning, and making a meaningful impact for our members and community are part of every day.

A Day in the Life: Financial Program Assistant

In this role, your day is centered around supporting both clients and advisors. You will manage client communications, ensuring timely and accurate follow-ups, while keeping advisor calendars organized by coordinating meetings and appointments. You will assist with preparing reports and presentations and help process IRA activities such as contributions, distributions, and rollovers with strong attention to detail and compliance. You will also support the planning of seminars, workshops, and client events by handling logistics, communications, and coordination with marketing and advisory teams. Throughout it all, you will maintain accurate records in CRM systems and ensure all work aligns with credit union policies and financial regulations, playing a key role in keeping operations running smoothly.

Qualifications

• High school diploma or equivalent; coursework in finance or business is a plus
• 2 or more years in administrative support, customer service, or financial services
• Signature Guarantee Medallion Program and Notary Public certifications, or willingness to obtain
• Strong organizational skills and ability to manage multiple priorities
• Excellent written and verbal communication skills

Apply Today

Take the next step in your career and make a difference every day. Apply now to join our team and support impactful financial programs for our members.

Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship