Investment Assistant >20

Credit Union National Association, Inc.; Brooklyn Park (MN); On-site; USD 29,000 - 37,000; Full time

Benefits offered by this job

401(k) with Employer Match

Dental

Disability Insurance

Employee Perks

Flexible Spending Accounts

Life Insurance

Medical

Paid Holidays

Paid Time Off

Pet Insurance

Referral Program

Vision

Job summary

TopLine Financial Credit Union is seeking an Investment Assistant to join our investment team. The role emphasizes customer service, accurate administration, and coordination of seminars for investment representatives.

The candidate will handle documentation, file management, and support in servicing client accounts within the licensing scope. The position supports our culture of quality service and teamwork, with an expectation of working with internal and external members to help them achieve

Qualifications

• Prior customer service experience essential.
• General knowledge of the securities/insurance industry.
• Must be able to work independently and be able to work flexible hours.

Responsibilities

• Promotes TopLine Financial Credit Union culture, philosophy and values ensuring quality and teamwork within the department and throughout the organization.
• Provides administrative support to the Investment Representatives and coordinates seminars and appointments.
• Organizes investment documents and reviews applications for accuracy; maintains client files.
• Manages department records, responds to client inquiries within 2 hours, and ensures confidentiality.
• Assists in servicing accounts within the scope of the license and supports compliance efforts.

Skills

Customer service

Securities knowledge

Microsoft Office

Independent work

Communication

Education

Business school or equivalent

Job description

TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our Investment team that is dedicated to building life-long relationships to help our members reach and manage their financial goals.

A successful Investment Assistant will be able to do:

• Promotes TopLine Financial Credit Union culture, philosophy and values ensuring quality and teamwork within the department and throughout the organization
  
• Contributes to quality efforts at the Credit Union by putting member service above all else. Commits to strategic and corporate goals by delivering TopLine personal service to all internal and external customers and providing support in the department and throughout the organization.
• Leads by example in setting the highest standard of TopLine’s Red Book service, first and foremost, for credit union members, and also for business partners and for internal clients.
• Goals and expectations of position:
  • Prepares written letters, memos and documentation without errors
  • Answers phone third ring
  • Consistently maintains department records and files
  • Maintains a high level of confidentiality at all times
  • Performs assigned tasks on schedule and in a professional manner
  • Prioritizes workload
  • Responds to client telephone calls within 2 hours
  • Consistently promotes a positive attitude between the credit union and employees
  • Completes at least one (1) FNIC online training class per quarters to work station on time, ready to work on a daily basis
  • Is punctual in returning on time from breaks and lunches
  • Provides administrative support to the Investment Representatives. Generates quality correspondence utilizing appropriate software. Utilizes financial services industry database software as directed by the Manager.
  • Coordinates seminars and appointments for the Investment Representatives. Prepares packets and other correspondence and disseminates as appropriate.
  • Organizes and prepares investment documents required to perfect investment purchases and insurance sales. Reviews and completes applications to ensure accuracy. Acts as custodian of client files and ensures all documents and statements are filed in an orderly fashion.
  • Services accounts and follows up as necessary within scope of license.
  • Implements and manages departmental member service plan to include newsletters, letters, appointment schedules, etc., as defined.
  • High level of member contact in person, by telephone, etc., and advises clients on various investment products and answers question within scope of license. Coordinates compliance adherence and records.
  • Works cohesively with other credit union departments as necessary to complete assigned tasks.
  • Other duties may be assigned.
    Salary Range: $21.31 - $26.63 (hourly)

Salary Range: $21.31 - $26.63

Benefits:

• 401(k) with Employer Match
• Dental
• Disability Insurance
• Employee Perks
• Flexible Spending Accounts
• Life Insurance
• Medical
• Paid Holidays
• Paid Time Off
• Pet Insurance
• Referral Program
• Vision
  

At TopLine Financial Credit Union, we celebrate diversity by offering a work environment that is shaped by individual respect and mutual trust where every individual can thrive. We are proud to be an Equal Opportunity/affirmative Action Employer committed to diversity in the workplace and comply with all applicable federal, state, and local laws regarding non-discrimination and affirmative action. -

• Prior customer service experience essential.
• General knowledge of the securities/insurance industry.
• Must be able to work independently and be able to work flexible hours.
• May need general securities and insurance licensee requirements.
• High level of competence with Microsoft Office is preferred.
• Ability to recognize and maintain highly confidential and sensitive information in a professional manner.
• Ability to work independently, prioritize, and meet deadlines.
• Business school, Vo-tech or equivalent combination of education and experience preferred.
• Strong detail orientation and excellent organizational follow-through skills essential.
• Ability to communicate at a highly professional level.
• Present a professional image as representative of the credit union.
• Ability to work effectively with people in a diverse environment that encompasses regular deadlines, where change is always possible and flexibility is required.