Investment Services Coordinator, Tallahassee, Florida Position Available In Leon, Florida

Investment Services Coordinator, Tallahassee, Florida First Florida Credit Union•3.9

Tallahassee, FL Job Details Estimated:

$32.7K•$38.5K a year 9 hours ago Qualifications Trade school 1 year Associate’s degree Marketing Entry level Full Job Description Investment Services Coordinator•Blair Stone Branch, Tallahassee, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees.

Role:

Provide support to Financial Advisors and service to First Florida Investment Services (FFIS) clients and prospects by coordinating day to day operations of FFIS department. Responsible for the coordination of client and prospect contact including existing client service, annual reviews and initial appointments through the use of LPL Clientworks, Outlook and FFCU Synapsis systems. Responsible for daily advisor administrative support including completion of expense reports and monthly activity summaries, scanning and storage of pertinent documents and procurement of office supplies. Assists Managing Director in the coordination of marketing and client acquisition activities for the program. Performs general clerical duties such as handling inbound and outbound telephone and email communications, client mailings and creation of mailing lists. Responsible for maintaining appropriate compliance files and controls over privileged information in all areas of FFIS functions including marketing and client records.

Experience Required:

One year to three years of similar or related experience.

Education:

(1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.