Full Time Financial Consultant Assistant

Dfcufinancial; Riverview (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

Join an established credit union as a Financial Consultant Assistant, where you will provide vital administrative support to a Financial Consultant. This role offers a unique opportunity to engage with clients, process essential documents, and contribute to the success of investment services. An ideal position for someone with a strong customer service background and a passion for finance, this role promises growth and development in a supportive environment. With numerous perks and a commitment to employee well-being, this opportunity is perfect for those looking to make a meaningful impact in their community while advancing their careers.

Benefits

401k plan match

Tuition reimbursement

Medical, dental, and vision insurance

Health savings account

Flexible spending accounts

Wellness initiatives

Pre-paid legal services

Identity protection plan

Short- & long-term disability plans

Paid time off

Qualifications

• High school diploma or equivalent required.
• Two years of customer service experience, preferably in finance.

Responsibilities

• Process documents for account opening and servicing.
• Provide administrative support and assist clients with inquiries.

Skills

Customer Service

Interpersonal Skills

Document Processing

Teamwork

Attention to Detail

Education

High School Diploma or Equivalent

Tools

Back-office Systems

Job description

Full Time Financial Consultant Assistant

18070 Fort St, Riverview, MI 48193, USA

Job Description

Posted Thursday, November 14, 2024 at 5:00 AM

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

The Opportunity: We are seeking a full time Financial Consultant Assistant to provide comprehensive service and administrative support to a successful Financial Consultant.

What You'll Do:

1. Process documents that relate to account opening and account servicing.
2. Provide general administrative support using all required back-office systems and procedures.
3. Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.
4. Act as liaison with branch staff in promoting Investment Services' mission, and support attainment of branch investment revenue goals.
5. Promote and support Investment Services and Financial Consultant sales and marketing efforts through support functions, including direct calls and assisting branch staff in referral efforts.
6. Provide ongoing general coverage of Financial Consultant office in the absence of the Financial Consultant.
7. Provide occasional after hours support of various Investment Services events such as seminars or evening call sessions.

What You'll Need:

1. High school diploma or equivalent.
2. Two years customer service experience, financial preferred.
3. Current FINRA series 6 or 7 and 63 licenses preferred or ability to attain in 12 months.
4. Consistent positive, cooperative, self-motivated, courteous, and professional attitude.
5. Demonstrated ability to work in a team-oriented environment.
6. Excellent interpersonal skills, including written and oral communication.
7. Demonstrated ability to process documents with a high degree of accuracy and attention to detail.
8. Assignment includes branch locations as required.

What We Offer:

1. 401k plan match, dollar for dollar up to 4%
2. Tuition reimbursement / Education assistance
3. Medical, dental and vision insurance effective date of hire
4. Health savings account (HSA)
5. Flexible spending accounts for medical and dependent care expenses
6. Wellness initiatives and reimbursements
7. Pre-paid legal services plan
8. Identity protection plan
9. Short- & long-term disability plans paid for by company
10. Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child
11. Pet Insurance
12. Paid time off
13. Paid holidays (~10 per year)
14. Free financial planning assistance
15. Paid lunch time
16. Numerous fun employee events throughout the year
17. Volunteer and community engagement opportunities
18. Discounts with local and national companies through DFCU Perks
19. Service / anniversary awards
20. Employee discounts for company logo wear
21. Recognition and awards for outstanding team and individual performance (branch and member service center employees)
22. Employee referral payouts for recruiting your friends and family
23. Ongoing training opportunities

Equal Opportunity Employer / Disabled / Veterans