Wealth Coordinator

at  Lakeland Credit Union

ABOUT LAKELAND CREDIT UNION

Lakeland Credit Union is a trusted financial institution dedicated to providing exceptional banking services to our members. With deep roots in our community, we pride ourselves on delivering personalized financial solutions that meet the unique needs of individuals and businesses alike. At Lakeland Credit Union, we prioritize integrity, community engagement, and financial excellence, ensuring that our members can achieve their financial goals with confidence.
We are committed to fostering a work environment that promotes collaboration, innovation, and professional growth. As part of our team, you’ll have the opportunity to make a meaningful impact on the financial well-being of our members while advancing your career in a supportive and dynamic setting.

• Organize and maintain accurate files, records and documentation for quick retrieval
• Schedule member meetings to maximize the advisors’ time
• Ensure all documentation is complete, accurate and in compliance with relevant legislation, regulation, policies and procedures
• Fulfil administrative duties while maintaining a high level of accuracy and professionalism
• Compile, review and submit insurance and investment applications that have been prepared by wealth advisor