Administrative Assistant to Executive Financial Advisor

:

We are seeking a dynamic administrative assistant to support our Executive Financial Advisor located in a high volume Credit Union branch. This position will perform high level administrative duties and provide client service and support for all investment related activities.

Responsibilities may include:

• Make outbound calls to warm leads to schedule appointments
• Project coordination
• Prepare reports and financial data
• Ability to work well with all levels of internal management and staff, as well as outside clients and vendors
• Track sales progress
• Field telephone calls, receive and direct visitors
• Support with events, acting as an event coordinator and person of contact.
• Troubleshoot minor technical and service issues
• Maintain a FINRA compliant filing system with all records
• Schedule appointments and maintain calendar
• Communicate with members/clients in a positive manner both in person and/or by telephone
• Practice high quality service standards in all interactions with clients, prospective clients and personnel in other departments within the credit union
• Responsible for trade execution based on the advisor instructions
• Administer branch referral contests and branch referral tracking; submit branch referral tracking logs to appropriate department
• Demonstrate an understanding that the credit union offers financial services and investments through CFS
• In order to meet the service needs of Financial Advisor and clients, job function may necessitate changes in location.

Skills and Experience

• Some college preferred
• Possess solid product knowledge of financial products and services.
• FINRA SIE or Series 6/7 a plus, but not required
• Ability to multitask
• Strong computer and organization skills
• Flexibility, excellent interpersonal skills
• Applicant must be able to pass both a criminal and credit background check

Job Type: Full-time

Pay: $21.00 - $24.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Required)

Experience:

• Executive Administrative Assistant: 2 years (Preferred)

Work Location: In person