Financial Advisor Support Specialist

Firefighters First Credit Union; Pasadena (CA); On-site; USD 54,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life insurance

Disability coverage

401k with match

Education reimbursement

Pet Insurance

PTO

Job summary

Firefighters First Federal Credit Union is hiring a Client Services Representative to support the Investment Services team in Pasadena or Hendersonville. Responsibilities include office administration, phone support, meeting scheduling, and project assistance for investment products.

The role requires a high school diploma or GED, Series 7/63/65/66 licenses, or bondability, with prior administrative experience in financial services preferred. Exceptional benefits accompany employment.

Qualifications

• High school diploma or GED required.
• Experience as an administrative assistant in financial services preferred.
• Bondable and able to meet regulatory requirements.

Responsibilities

• Provide high level administrative support to the Investment Services team.
• Assist with phone support, scheduling, and project coordination.
• Maintain accurate member records and assist with reports and referrals.

Skills

Administrative support

Phone support

Education

High school diploma or GED

Job description

Firefighters First Federal Credit Union is hiring a Client Services Representative to support the Investment Services team in Pasadena or Hendersonville. Responsibilities include office administration, phone support, meeting scheduling, and project assistance for investment products.

The role requires a high school diploma or GED, Series 7/63/65/66 licenses, or bondability, with prior administrative experience in financial services preferred. Exceptional benefits accompany employment.