Executive Sales Assistant

Executive Sales Assistant

Kitsap Credit Union is a not-for-profit, member-owned financial cooperative with more than 300 employees and 14 branches throughout Western Washington. We have a passion for making a positive difference. As a $2 + billion-asset credit union, we are deeply committed to our members' financial wellbeing and the prosperity and quality of life in the communities we serve. We are proud to be led by individuals with the experience and skills to drive our organization towards our goals for strategic growth and operational excellence. Our KCU Cares Foundation program focuses on providing resources and support for those struggling with homelessness or hunger and improving the financial well-being of the people in our communities. And beyond monetary efforts, we have provided thousands of hours in staff volunteerism and in-kind support.

At Kitsap Credit Union, our success is built on trust-based relationships and personalized service. We understand our employees are key to our success. They provide the personalized service to our members and contribute to the communities where we live. We are committed to providing a supportive, mission-driven, and inclusive culture where employees can grow their careers. To learn more, visit kitsapcu.org.

Kitsap Credit Union is hiring a full-time Executive Sales Assistant to work out of our corporate office in Bremerton. This position is responsible for the sales and administrative support to the financial advisors, responds to client inquiries (verbally or in writing), monitors accounts, and enters trades as requested. The Executive Sales Assistant will also perform client servicing and records administration as well as assist with new business initiatives as assigned.

Principal Accountabilities

• Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, account custodians, professional consultants, and other staff in a timely and professional manner, escalate issues as appropriate.
• Assist with phone calls to prospects and clients, schedule client-related appointments, and coordinate client mailings/invitations, attend client meetings both in person and phone as needed.
• Place equity, mutual fund, and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian system.
• Prepare and ensure new business paperwork processes that may include preparing forms, obtaining appropriate signatures, preparing documentation and facilitating rollovers.
• Act as liaison between branches and investment services team.
• Coordinate marketing activities for investment services program.
• Conduct audits and reports ensuring the department is compliant with state, federal, and local governments.
• Coordinate and submit commission and expense reports.
• Receive and sort mail; deposit checks at both KCU and other financial institutions, may include driving personal vehicle.
• Stay up to date on continuing education courses as required.

Qualifications and Education Requirements

• High school diploma or GED.
• Must register and provide fingerprints, pass background check with LPL Registration Department, within first 15 days in the position.
• Two years of increasingly responsible administrative experience.

Preferred Qualifications and Education

• Current FINRA Series 7, 63 & 65 or 66 preferred.
• Associate degree preferred.

This position does not supervise others.

Working Conditions

• This position will be required to work in an office environment with moderate noise levels, and, with or without reasonable accommodation is required:
• Must be able to remain in a stationary position for a minimum of 75% of the time.
• Constantly operates a computer and other office productivity machines.
• Occasionally ascends/descends stairs,
• Constantly positions self in work environment,
• The person in this position frequently communicates with peers, supervisors, vendors and employees to exchange accurate information and answer questions,
• Must be able to detect objects at a distance,
• On occasion will move up to 20 pounds of office objects,
• Works in an indoor office environment but expected to attend meetings in buildings that require travel in outdoor weather conditions.

Please note: Kitsap Credit Union does not offer visa sponsorship for this position. Candidates must be legally authorized to work in the United States without current or future sponsorship.

Our Values

Integrity: We believe in acting with honesty, trust, and respect which are at the forefront of our daily engagement.

Responsibility: We believe that responsibility is holding ourselves accountable for our decisions, actions, and their outcomes.

Collaboration: We believe in the power of a diverse group of people working together to achieve a united outcome.

Authenticity: We believe activities in actions that demonstrate our commitment to be transparent, dependable, and genuine in every day.

What We Offer

Not only are we one of the largest credit unions in Washington State, and growing, but we are also a company that cares about its employees. We back that up for our employees by offering competitive pay and a benefits package that helps support you and your family's lifestyle. We value our employees, and we strive to keep our benefits comprehensive and affordable. Some of our benefits include:

• Free onsite parking
• Annual time off and sick time accrued
• 11 paid holidays
• 1 Personal Floating Day
• Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
• Employee Assistance Program
• Choose from a PPO medical plan or a High Deductible with a Health Savings Account
• 3% KCU funded Safe Harbor Contribution to your 401K
• KCU will match up to 2% of your 401K contributions
• All 401K contributions are 100% vested
• Potential annual incentive in all roles within Kitsap Credit Union
• Tuition reimbursement
• 8 hours of paid volunteer time off
• Discounts on KCU's products and services
• Enjoy unlimited ORCA transit access through KCU for less than $45 a yearyour cost as an employee

We believe in the power of belonging it's in our DNA as a not-for-profit, member-owned cooperative. Our un-bank-like structure ensures that we remain all about people: our members, our employees, and the people in the communities where we live and work. We work hard to provide a collaborative and inclusive environment where you can grow and excel in your career.

We are dedicated to serving our members by providing personalized experiences, convenient access, and highly competitive products and services. But it goes much deeper than that. For more than 86 years, we have been relentless about making a positive difference in our communities. We understand that when our members and communities succeed, we all succeed, and that success can't happen without great employees.

****** Employment is contingent upon satisfactory background check. Kitsap Credit Union is an Equal Opportunity Employer. All qualified applicants for employment will receive consideration without regard to sex, marital status, race, color, religion, national origin, age, veteran status, disability, genetic information, or any other protected status. ******

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Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.