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Hudson Valley Credit Union is currently recruiting for the position of Wealth Managemetn Administrative Assistant. Primary Function: Provide administrative and clerical support to the Wealth Management office. Handle all administrative activities for the VP of Financial Services, AVP Operations, and Sales Assistants.
Responsibilities
- Answer phone in a professional and courteous manner while providing information about our services, referring caller to the appropriate Wealth Management Financial Consultant or HVCU department, answer operational inquiries with respect, tact and diplomacy.
- Create and maintain client files, prepare all documents, applications, checks or forms for submission to broker/dealer to be imaged; follow up to ensure documents are clearly legible.
- Review, evaluate and process referrals within service level standards, create client record in CRM database, or enter into existing record, schedule appointment when possible, forward referral to appropriate Sales Assistant. Deliver CRS disclosure via phone or email in compliance with broker/dealer requirements. Enter notes into CRM management of all activity related to a client or prospect account.
- Manage and order Wealth Management department supplies. Organize and maintain Wealth Management supply room.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail, handle all incoming and outgoing faxes.
- Manage monthly reports for referral activity from HVCU employees sent to Wealth Management, integrate data into existing Excel spread sheets, formulate totals and submit final report to HVCU Human Resources department on a monthly basis.
- Arrange Wealth Management staff meetings. Schedule appointments and update event calendars.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is preferred.
- Series 63 or ability to attain within 6 months is preferred.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is preferred.
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is preferred.
- Series 63 or ability to attain within 6 months is preferred.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is preferred.
Click here to view full job description
- Answer phone in a professional and courteous manner while providing information about our services, referring caller to the appropriate Wealth Management Financial Consultant or HVCU department, answer operational inquiries with respect, tact and diplomacy.
- Create and maintain client files, prepare all documents, applications, checks or forms for submission to broker/dealer to be imaged; follow up to ensure documents are clearly legible.
- Review, evaluate and process referrals within service level standards, create client record in CRM database, or enter into existing record, schedule appointment when possible, forward referral to appropriate Sales Assistant. Deliver CRS disclosure via phone or email in compliance with broker/dealer requirements. Enter notes into CRM management of all activity related to a client or prospect account.
- Manage and order Wealth Management department supplies. Organize and maintain Wealth Management supply room.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail, handle all incoming and outgoing faxes.
- Manage monthly reports for referral activity from HVCU employees sent to Wealth Management, integrate data into existing Excel spread sheets, formulate totals and submit final report to HVCU Human Resources department on a monthly basis.
- Arrange Wealth Management staff meetings. Schedule appointments and update event calendars.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 11/25/25
Hudson Valley Credit Union is currently recruiting for the position of Manager Identity and Access. Primary Function: The Identity and Access Manager is a critical role responsible for the strategy, design, implementation, and maintenance of the credit union's Identity and Access Management (IAM) program. This individual will ensure that all the employees of the credit union have the appropriate access to systems, applications, and data while adhering to the principle of least privilege. The role requires a deep understanding of cybersecurity principles, regulatory compliance and a commitment to protecting member and credit union data from unauthorized access. The manager will work collaboratively with other areas within IT, security, audit, and business stakeholders to enhance the security posture and operational efficiency of the organization.
Responsibilities
- Create and maintain the credit union’s overall Identity and Access Management (IAM) strategy, policies, and procedures in alignment with security best practices and regulatory requirements.
- Oversee the entire lifecycle of user identities and access, from initial provisioning and role assignment to regular access reviews and timely de-provisioning.
- Work directly with internal and external auditors to ensure that all access controls and IAM processes meet industry regulations, responding to audit findings and implementing corrective actions.
- Manage and maintain critical identity platforms, including Active Directory, Azure AD, and other enterprise identity governance tools.
- Deploy and administer secure authentication methods, such as Multi-Factor Authentication (MFA) and Single Sign-On (SSO), to protect sensitive systems and data.
- Lead the management and security of privileged accounts to minimize the risk of insider threats and unauthorized access to critical infrastructure.
- Systematically review user access permissions to ensure they are appropriate and adhere to the principle of least privilege.
- Collaborate with IT, security, audit, and business leaders to understand their access needs, resolve issues, and ensure IAM solutions support business operations without compromising security.
- Act as a key responder for any access-related security incidents, identifying unauthorized access attempts and implementing immediate remediation measures.
- Act as the key responder for user access related audits by internal audit, external partners and regulatory bodies.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Bachelor’s Degree in Business Administration, Human Resources or related field or at least 2 years equivalent experience for each undergraduate year not completed required; undergraduate degree cannot substitute for minimum number of years of experience in Information Technology, Computer Science or related field required
- Minimum 5 years experience in Information Technology or Cybersecurity roles required
- Minimum 3 years Hands-on experience in Identity and Access Management (IAM) required
- Minimum 3 years Experience with enterprise-level identity management platforms such as: Active Directory, Azure AD, SailPoint, or similar identity governance and administration (IGA) tools required
- Minimum 2 years Proficiency in scripting and automation (e.g., PowerShell, Azure CLI) preferred
- Mnimum 2 years Expertise in planning, deploying & support end-point solutions preferred
- Minimum 2 years Work history in Credit Union or Financial Institution preferred
Click here to view full job description
Why Choose HVCU?
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact.Come be part of a Great Place to Work!
Employee Perks:
- Base & Variable Pay Structures
- Paid Personal, Holiday & Volunteer Time Off
- Professional Development Training through HVCU University & Academy
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental & Vision Coverage
- 401(k) With Employer Match & Non-Elective Employer Contribution
- Life, Short-term & Long-term Disability Insurances
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree in Business Administration, Human Resources or related field or at least 2 years equivalent experience for each undergraduate year not completed required; undergraduate degree cannot substitute for minimum number of years of experience in Information Technology, Computer Science or related field required
- Minimum 5 years experience in Information Technology or Cybersecurity roles required
- Minimum 3 years Hands-on experience in Identity and Access Management (IAM) required
- Minimum 3 years Experience with enterprise-level identity management platforms such as: Active Directory, Azure AD, SailPoint, or similar identity governance and administration (IGA) tools required
- Minimum 2 years Proficiency in scripting and automation (e.g., PowerShell, Azure CLI) preferred
- Mnimum 2 years Expertise in planning, deploying & support end-point solutions preferred
- Minimum 2 years Work history in Credit Union or Financial Institution preferred
Click here to view full job description
- Create and maintain the credit union’s overall Identity and Access Management (IAM) strategy, policies, and procedures in alignment with security best practices and regulatory requirements.
- Oversee the entire lifecycle of user identities and access, from initial provisioning and role assignment to regular access reviews and timely de-provisioning.
- Work directly with internal and external auditors to ensure that all access controls and IAM processes meet industry regulations, responding to audit findings and implementing corrective actions.
- Manage and maintain critical identity platforms, including Active Directory, Azure AD, and other enterprise identity governance tools.
- Deploy and administer secure authentication methods, such as Multi-Factor Authentication (MFA) and Single Sign-On (SSO), to protect sensitive systems and data.
- Lead the management and security of privileged accounts to minimize the risk of insider threats and unauthorized access to critical infrastructure.
- Systematically review user access permissions to ensure they are appropriate and adhere to the principle of least privilege.
- Collaborate with IT, security, audit, and business leaders to understand their access needs, resolve issues, and ensure IAM solutions support business operations without compromising security.
- Act as a key responder for any access-related security incidents, identifying unauthorized access attempts and implementing immediate remediation measures.
- Act as the key responder for user access related audits by internal audit, external partners and regulatory bodies.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 11/18/25
It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.
Job Details Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Part Time Salary Range: $19.35 - $21.35 Hourly Job Shift: Day DescriptionUnit Assistant - Nursing Responsible to Position Classifications LPN Unit Manager, Lead LPN Hourly/Non-Exempt Directly Supervises and Evaluates None Is Back Up To: CNA (Limited) Is Backed Up By: CNA WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, guests, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The Unit Assistant is responsible to perform assigned tasks, as directed by the LPN. Including but not limited to, making resident beds daily, ensuring that laundry and linens are kept neat and organized, garbages are emptied and not overflowing, and that resident rooms are maintained in a neat orderly fashion. ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) All items are critical functions in relation to the position* Frequent rounding to perform the following tasks: Ensuring that the white boards are up-to-date with the necessary information Stripping and making the beds in accordance with bed cleaning/bed making schedule Emptying garbage cans and inserting new liners. Disposing of trash in the proper soiled utility areas Assisting residents to and from programming Removing and discarding infection control materials, red bag waste, and other soiled materials Resident Assistance: Answers unanswered resident call bells promptly, assisting the resident as needed and permitted, and reporting to nursing staff any clinical nursing related need.(*CF) In emergency situaitons, provides 1:1 resident supervision when certified staff is unavailable to do so, at the request of the Unit Manager Safety and Sanitation: Washes hands before and after performing any direct service for the resident Keeps the nurses call system within easy reach of the resident (*CF) Immediately notifies the Nurse of any resident leaving/missing from the facility (*CF) Follows established safety precautions in the performance of all duties Reports any communicable or infectious disease to the Director of Nursing Services and/or to the Infection Control Coordinator Follows established isolation precautions and procedures (*CF) Reports missing/illegible labels and SDSs to your supervisor Equipment and Supply: Uses only the equipment you have been trained to use in a safe manner Reports defective equipment to Supervisor Informs the Supervisor of equipment and supply needs Personnel: Performs all assigned tasks in accordance with our established policies and procedures, and as instructed by your supervisor. (*CF) Cooperates with inter-departmental personnel, as well as other facility personnel to ensure that non nursing services can be adequately maintained to meet the needs of the residents and the facility. (*CF) Creates and maintains an atmosphere of warmth, personal interest and positive emphasis, as well as a calm environment throughout the unit and shift Meets with nursing and housekeeping personnel, on a regularly scheduled basis, to assist in identifying and correcting problem areas, and/or the improvement of services Reports all complaints and grievances made by the resident to proper department(*CF) Reports and/or cleans occupational exposures to blood, body fluids, infectious materials, and hazardous chemicals Reports known or suspected incidents of fraud to the Administrator/Corporate Compliance Officer Staff Development: Attends and participates in scheduled orientation programs and activities Attends and participates in facility in-service training programs as instructed Resident Rights: Maintains the confidentiality of all resident care information including protected health information. Report known or suspected incidents of unauthorized disclosure of such information (*CF) Ensures that you treat all residents fairly, and with kindness, dignity, and respect, knocking before entering room, ensuring privacy (*CF) Reports all allegations of resident abuse and/or misappropriation of resident property (*CF) Administrative: Agrees not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Administrator Agrees not to disclose residents protected health information and promptly report suspected or known violations of such disclosure to the Administrator Reports any known or suspected unauthorized attempt to access facilitys information system All other duties as assigned GENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Must be a supportive team member, contribute to and be an example of team work and team concept Must possess the ability to deal tactfully with personnel, residents, family members, visitors, government agencies/personnel, and the general public Must not pose a direct threat to the health and safety of other individuals in the workplace Accepts and responds to constructive criticism Able to work a flexible schedule Maintains predictable and reliable attendance Qualifications High school diploma or HSE Proficiency with computers and standard office software Must be able to read, write, speak, and understand the English language Demonstrated knowledge and skills necessary to provide care primarily to the geriatric population Degree of Travel Travel required for occasional off-site meetings Disruption to Routine Disruption to routine is to be expected frequently. Safety Hazards in Job High stress, exposure to potentially hazardous secretions or environments. May be required occasionally to lift equipment Physical Demands Never Occasionally Frequently Continually Sit X Stand X Walk X Bend/Stoop X Squat X Crawl X Climb X Reach Above Shoulder Level X Kneel X Balance X Lift, Carry, Push, Pull Maximum 10 Lbs. X Maximum 20 Lbs. X Maximum 50 Lbs. X Maximum Over 50 Lbs. X Must Be Able To See X Hear X Speak X Use One Hand X Use Both Hands X Environmental Conditions Never Occasionally Frequently Continually Involves Being Inside X Outside X Exposed to Temperatures of 32ûF and less X 100ûF and more X Wet & Humid Conditions X Noise, Vibration X Fumes, Dust X Hazards, Exposure Never Occasionally Frequently Continually Infectious Wastes X Toxic Chemicals X Needles/Body Fluids X Radiation X Chemotherapeutics X Occasionally = 1% to 33% of the time Frequently = 34% to 66% of the time Continually = 67% to 100% of the time EMployers DIsclaimer All requirements are subject to possible modification to reasonably accommodate individuals with disabilities This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor This document does not create an employment contract, implied or otherwise, other than an at will employment relationship ACKNOWLEDGMENT I have read and understand the responsibilities of my position at Woodland Pond as outlined in this job description. _________________________________________ ____________________ Employee Signature Date _________________________________________ ____________________ Human Resources Signature Date QualificationsQualifications High school diploma or HSE Proficiency with computers and standard office software Must be able to read, write, speak, and understand the English language Demonstrated knowledge and skills necessary to provide care primarily to the geriatric population
- Part Time
- Immediately
- New Paltz, NY 12561
- 11/17/25