This is an in-person position with a branch location in Westminster, CO. Salary range is $22-$26 depending on experience and licensing. Minimum 1-year banking, investment, or insurance industry experience required. Associate degree or higher required. Administrative Assistant background preferred. FINRA license (SIE/Series 6/7) a plus, but not required. 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 Track sales progress 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

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan 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)

Work Location:

In person