Operations Specialist I - NWFA

Expiring today

Herndon, VA
Sep 01, 2021
Sep 16, 2021
Full Time

For more than 70 years, Northwest Federal Credit Union has provided valuable financial products and services for our members. Northwest offers employees a comprehensive benefits program including: medical and dental plans, paid time off, a generous 401k match, student loan assistance, parental leave, and the opportunity to grow professionally through a wide range of job-based, classroom and online training resources. Northwest Federal Credit Union has been recognized as a 2020 and 2021 Top Workplace by The Washington Post and we believe that our success is built upon the excellence and achievement of our employees. Together, we serve and inspire to transform lives.

The Operations Specialist provides support to the Wealth/Financial Advisors and their support staff of Client Service Associates/Assistants. In general the Operations Specialist supports the advisors and their staff by performing administrative tasks that are not client facing.


  • Review paperwork for accuracy and completeness and open new accounts in Client Works and Salesforce
  • Perform account maintenance (address changes, householding, combined statements, CRM updates, etc)
  • Open, review and sort incoming mail
  • Review, copy and process outgoing mail
  • Process incoming checks and update cash blotter
  • Network direct business accounts
  • Review daily notifications and resolve
  • Process transfer paperwork, update log and work with broker/dealer and outside firms to resolve issues to ensure transfers are completed in a timely manner
  • Maintain client account files and assist with filing
  • Cover front desk, as needed


  • High School Diploma or equivalent
  • BA/BS degree in Business or like field or a minimum of two years\u2019 experience in the financial services industry is preferred.

EEO Notice

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.