As a part-time Delivery Channel Support Specialist , you will assist front-line staff and remote ... Handle administrative assignments on specialty processes such as IRAs, deceased and fiduciary ...
As a part-time Delivery Channel Support Specialist , you will assist front-line staff and remote ... Handle administrative assignments on specialty processes such as IRAs, deceased and fiduciary ...
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Quick apply
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Finance Administrative Specialist - PART TIME
$23.28 - $27.93/hr
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Aspen, CO ยท On-site
$23.28 - $27.93/hr
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Tracy, CA ยท On-site
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Quick apply
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New
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New
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New
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Fiduciary Part Time information
See salary details
$11K - $17.7K
0% of jobs
$17.7K - $24.5K
0% of jobs
$24.5K - $31.2K
0% of jobs
$31.2K - $37.9K
0% of jobs
$37.9K - $44.6K
0% of jobs
$44.6K - $51.4K
0% of jobs
$51.4K - $58.1K
0% of jobs
$58.1K - $64.8K
0% of jobs
$64.8K - $71.5K
0% of jobs
$71.5K - $78.3K
0% of jobs
$80K is the 25th percentile. Wages below this are outliers.
$78.3K - $85K
100% of jobs
$11K
$85K
How much do fiduciary part time jobs pay per year?
How much money does a fiduciary make?
What is the difference between Fiduciary Part Time vs Financial Advisor?
| Aspect | Fiduciary Part Time | Financial Advisor |
|---|---|---|
| Credentials | Varies; often requires certifications like CFP or CFA | Typically requires CFP, CFA, or similar certifications |
| Work Environment | Part-time, often independent or with firms | Full-time or part-time, employed by financial firms or independently |
| Industry Usage | Used in estate planning, trust management, and investment advising | Used in comprehensive financial planning and investment management |
Fiduciary Part Time professionals focus on managing client assets with a fiduciary duty, often in estate or trust contexts, and work part-time. Financial Advisors provide broader financial planning services, often with similar certifications, and may work full or part-time. Both roles require relevant credentials and emphasize client-first advice, but differ mainly in scope and work hours.

Part-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 10 days ago
Job description
Do you enjoy helping front-line teams and delivering responsive service that creates a seamless member experience?
As a part-time Delivery Channel Support Specialist, you will assist front-line staff and remote members with account servicing, fulfillment requests, and a variety of administrative and specialty functions. This role plays an important part in ensuring timely, accurate, and efficient service while helping the department meet operational and service-level expectations.
Strong communication skills, attention to detail, and the ability to manage multiple systems and processes are essential for success in this role.
The Opportunity: We are seeking a part-time Delivery Channel Support Specialist to join the DCS team.
Regular schedule is Monday through Friday from 8:00 a.m. to 2:00 p.m.
What You'll Do:
- Provide research, problem-solving, and phone support to staff through general and specialized phone queues.
- Handle member fulfillment requests.
- Provide full, direct service support on membership matters and deposit accounts to remote members and potential members.
- Handle administrative assignments on specialty processes such as IRAs, deceased and fiduciary accounts, business accounts, document management, wire transfers, online and mobile banking, and online account opening.
- Use various computer applications, data stores and knowledge bases to input, interpret and research financial information in response to member inquiries.
- Maintain a high level of policy, process, procedural and product knowledge.
- Maintain a high level of user knowledge on all core systems.
- Interface with other departments to provide problem resolution for members.
- Special projects, system testing and project tasks, as assigned.
- Cross train on any DCS core function, as assigned.
What You'll Need:
- Associate's degree, completion of two years of college coursework, or equivalent experience.
- Minimum one year of front-line financial services experience, branch experience preferred.
- Demonstrated knowledge of financial products, processes and procedures.
- Ability to effectively navigate and utilize financial core systems, ECM platforms, and vendor applications.
- Demonstrated ability to provide superior customer service.
- Ability to move or lift up to 30 lbs.
- Proficient in Microsoft 365.
- Demonstrated analytical and problem-solving skills.
- Able to initiate and embrace change.
- Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.
What We Offer:
- Potential for a hybrid work schedule
- Paid time off for employees based on hours worked
- Paid holidays (13 per year)
- 401k plan match, dollar for dollar up to 4%
- 401k additional employer contribution after one year at 5%
- Employee bonus program
- Medical and dental effective date of hire for employees who average over 20 hours per week
- Health savings account (HSA)
- Vision insurance
- Wellness initiatives and reimbursements
- Pre-paid legal services plan
- Identity protection plan
- Accident supplemental plan
- Company provided basic life insurance of $10,000
- Pet Insurance
- Free financial planning assistance
- Numerous fun employee events throughout the year
- Volunteer and community engagement opportunities
- Employee loan discounts (closed-end loans)
- Service / anniversary awards
- Employee discounts for company logo wear
- Employee referral payouts for recruiting your friends and family
- Paid lunch time
- Ongoing training opportunities
- Leadership development program
- Flexible scheduling for students
Equal Opportunity Employer / Disabled / Veterans
About DFCU Financial
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Dearborn, MI, US
Year founded
1950