Administrative Assistant to Executive Financial Advisors

This is an in-person position with a branch location in Westminster, CO. Salary is $22-$24 (Unlicensed) or $24-$26 (Licensed). Minimum 1-year banking, investment, or insurance industry experience required. Associate degree or higher required. Administrative Assistant background preferred.

We are seeking a dynamic administrative assistant to support multiple Executive Financial Advisors 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:

• Processing paperwork for new investment accounts
• Make outbound calls to warm leads to schedule appointments
• Prepare reports and financial data
• Ability to work well with all levels of internal management and staff, as well as outside clients and vendors
• Field telephone calls, receive and direct visitors
• Support with events/projects, 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 (in-person, email, and 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 Osaic.
• In order to meet the service needs of Financial Advisor and clients, job function may necessitate changes in location within nearby area.

Skills and Experience

• Administrative experience preferred
• Associate's college degree or higher required
• Minimum one year banking, investment firm, or insurance industry experience required
• 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: $22.00 - $26.00 per hour

Expected hours: 40 per week

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Will you be able to commute to the Westminster, CO branch location?

Experience:

• banking, investment firm, or insurance industry: 1 year (Required)