Investment Sales Assistant
Investment Sales Assistant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
CUSO Financial Services LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Unionin the Williston VTarea.
New England Federal Credit Union (NEFCU) is a memberowned financial institution serving the following counties inVermont: Addison Bennington Caledonia Chittenden Franklin Grand Isle Lamoille Orange Rutland Windham Windsor and Washington Counties; and the following counties inNew Hampshire: Cheshire Grafton Merrimack and Sullivan.NEFCU serves over 95000 members making us the largest financial institution headquartered in Vermont.
Were in the business of empowering our members to make good financial decisions so you can improve your overall quality of life. We offer solutions that are tailored to your needs and appropriate to your circumstances. We provide our members with a full range of financial products and services with very competitive rates fewer fees and unparalleled levels of convenience.
We understand that a local Vermontbased financial institution can only be as strong as the communities which it serves. Therefore we are actively engaged in community events and programs that help to improve the overall quality of life here. To learn more about our community involvement see ourFacebookpage. To request financial or other support please see ourcharitable giving guidelines.
Our dedication to a higher standard of service and the value in our products help us to consistently exceed NEFCU members expectations.
As an Investment Sales Assistant you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is responsible for support and coordination of all activities related to client service processing of paperwork coordination of business development activities and contribution to sales if appropriately licensed.
Job duties and responsibilities may include:
- Possesses solid product knowledge of financial products and services
- Responsible for making outbound calls to warm leads to schedule appointments
- Responsible for trade
- 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 the team with events acting as an event coordinator and person of contact.
- Troubleshoot minor technical and service issues
- Strong computer and organization skills
- 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
- 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
- Flexibility excellent interpersonal skills
- To meet the service needs of the team and clients job function may necessitate changes in location.
Desired Qualifications:
- A minimum 2 years of experience in a support sales or administrative capacity in a financial service or sales environment
- Excellent organizational and communication skills
- College Degree preferred
- Series 7 and 63 FINRA licenses a plus
- Vermont Life and Health Insurance Licenses a plus
CFS (Member FINRA/SIPC) is a brokerdealer and RIA with a stable 25year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the openminded agility seniorlevel access and expert technology to get there. We are led by visionary financial services leaders who see farther. We are ranked as one of the top brokerdealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!
Investment Sales Assistants are employed and registered through CUSO Financial Services L.P. (MemberFINRA/SIPC).CUSO Financial Services L.P. is a broker/dealer and RIA with a stable 25year track record of serving the investment needs of some of the nations leading credit unions and their members. To learn more about CUSO Financial Services L.P. go to www.cusonet.
EOE
Required Experience:
Senior IC
Employment Type
Full-Time
