Equal Opportunity Employer Disabled/Veterans
Must be available to work: Monday - Friday 8:30am - 5:30pm
POSITION SUMMARY
Market the FivePoint Investment Group Program to credit union employees and members. Perform administrative functions in support of the FivePoint Investment Group Program. Schedule appointments with members and Investment Group Financial Advisor. Perform secretarial and clerical duties such as preparing letters memos and reports. Answer questions and direct telephone calls and visitors.
ESSENTIAL JOB DUTIES
Assumes the responsibility of the marketing functions for FivePoint Investment Group.
Assumes the responsibility of coordinating appointments for FivePoint Investment Group Financial Advisor.
Assumes responsibility for administrative support functions for FivePoint Investment Group.
Assumes responsibility for establishing and maintaining effective professional business relations with members.
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
NON-ESSENTIAL JOB DUTIES
Assumes responsibility for related duties as required or assigned.
REQUIRED QUALIFICATIONS
Education/Certification:
Required Knowledge:
- Basic knowledge office operations and clerical duties.
Experience Required:
- Minimum of six (6) months office experience.
Skills/Abilities:
- Excellent oral and written communication skills.
- Well organized.
- Attentive to detail.
- Project management abilities.
- Able to use related computer applications such as Windows Publisher Excel Word Outlook Internet Explorer etc.
PREFERRED QUALIFICATIONS
Education/Certification:
- College coursework preferably in business.
Preferred Knowledge:
- Basic knowledge of financial institution operations is strongly preferred.
Experience Preferred:
- Minimum one year office experience.
- Marketing & office training preferred.
Skills/Abilities:
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately loudly or quickly.
Average Hearing: Able to hear average or normal conversations and receive ordinary information.
Repetitive Motion: Movements frequently and regularly required using the wrists hands and/or fingers.
Average Visual Abilities: Average ordinary visual acuity necessary to prepare or inspect documents or products or operate machinery.
Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs of force occasionally. (Almost all office jobs)
WORKING CONDITIONS: No hazardous or significantly unpleasant conditions (such as in a typical office).
Required Experience:
IC
Equal Opportunity Employer Disabled/VeteransMust be available to work: Monday - Friday 8:30am - 5:30pmPOSITION SUMMARYMarket the FivePoint Investment Group Program to credit union employees and members. Perform administrative functions in support of the FivePoint Investment Group Program. Schedule a...
Equal Opportunity Employer Disabled/Veterans
Must be available to work: Monday - Friday 8:30am - 5:30pm
POSITION SUMMARY
Market the FivePoint Investment Group Program to credit union employees and members. Perform administrative functions in support of the FivePoint Investment Group Program. Schedule appointments with members and Investment Group Financial Advisor. Perform secretarial and clerical duties such as preparing letters memos and reports. Answer questions and direct telephone calls and visitors.
ESSENTIAL JOB DUTIES
Assumes the responsibility of the marketing functions for FivePoint Investment Group.
Assumes the responsibility of coordinating appointments for FivePoint Investment Group Financial Advisor.
Assumes responsibility for administrative support functions for FivePoint Investment Group.
Assumes responsibility for establishing and maintaining effective professional business relations with members.
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
NON-ESSENTIAL JOB DUTIES
Assumes responsibility for related duties as required or assigned.
REQUIRED QUALIFICATIONS
Education/Certification:
Required Knowledge:
- Basic knowledge office operations and clerical duties.
Experience Required:
- Minimum of six (6) months office experience.
Skills/Abilities:
- Excellent oral and written communication skills.
- Well organized.
- Attentive to detail.
- Project management abilities.
- Able to use related computer applications such as Windows Publisher Excel Word Outlook Internet Explorer etc.
PREFERRED QUALIFICATIONS
Education/Certification:
- College coursework preferably in business.
Preferred Knowledge:
- Basic knowledge of financial institution operations is strongly preferred.
Experience Preferred:
- Minimum one year office experience.
- Marketing & office training preferred.
Skills/Abilities:
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately loudly or quickly.
Average Hearing: Able to hear average or normal conversations and receive ordinary information.
Repetitive Motion: Movements frequently and regularly required using the wrists hands and/or fingers.
Average Visual Abilities: Average ordinary visual acuity necessary to prepare or inspect documents or products or operate machinery.
Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs of force occasionally. (Almost all office jobs)
WORKING CONDITIONS: No hazardous or significantly unpleasant conditions (such as in a typical office).
Required Experience:
IC
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Job Location:
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
