Financial Advisor Assistant
Financial Advisor Assistant
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Job Description
For over 89 years we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest exclusive firefighter credit union in the nation with over $2.0B in assets we serve over 64000 members in more than 1000 fire departments.
Currently we have an immediate opening for a Financial Advisor Assistant to join our team! The Financial Advisor Assistant is responsible for providing high level administrative support which includes general office administration phone support meeting scheduling assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.
Primary Responsibilities:
- Handling customer relation issues to assist in both the retention and acquisition of assets under management.
- Prioritizing client/prospect contacts to maximize sales efforts.
- Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls assisting members and directing visitors.
- Coordinating all events such as educational and marketing activities to increase awareness of FFCUs investment services.
- Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
- Performing other administrative duties such as handling mail preparing reports processing new accounts and providing support to the tracking of referrals of products and services etc.
Basic Qualifications:
- Education: High school diploma or GED.
- Licenses/Certifications: Series 7 63 and 65 or 66 licenses; Bondable through CUSO Financial Services LP.
- Previous administrative assistance preferably within the financial services industry.
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race color religion age gender marital status physical or mental disability medical condition pregnancy sexual orientation gender identity or expression national origin veteran status genetic information or any other status protected under federal state or local law. Firefighters First Federal Credit Union is committed to providing access equal opportunity and reasonable accommodation for individuals with disabilities in employment its services programs and activities. To request reasonable accommodation contact Human Resources at.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
