Investment Assistant | Flexible Hours & Growth

Kids for the Future; Brooklyn Park (MN); On-site; USD 42,000 - 56,000; Part time

Job summary

TopLine Financial Credit Union in Minnesota is seeking an Investment Assistant to support its Investment team. The role focuses on delivering quality member service, administrative tasks, and coordination of seminars and client meetings. Candidates should have a high school diploma, be able to work independently, and maintain confidentiality. The position is part-time, non-exempt, with various duties across the department to help members reach their financial goals.

Qualifications

• Requires high school diploma or equivalent.
• Must be able to work independently and manage time effectively.
• Possess basic securities and insurance knowledge or licensing requirements.
• Proficient with Microsoft Office.
• Strong organizational and confidentiality skills.
• Excellent written and verbal communication.
• Ability to interact professionally with members and staff.

Responsibilities

• Provide administrative support to Investment Representatives.
• Prepare correspondence and documents with accuracy.
• Coordinate seminars and appointments for Investment Representatives.
• Handle client files and maintain organized records.
• Respond to client inquiries promptly and professionally.
• Assist with investment documentation and applications.
• Deliver high-level member service and support department goals.

Skills

Customer service

Communication

Time management

Education

High school diploma

Tools

Microsoft Office

Job description

TopLine Financial Credit Union in Minnesota is seeking an Investment Assistant to support its Investment team. The role focuses on delivering quality member service, administrative tasks, and coordination of seminars and client meetings. Candidates should have a high school diploma, be able to work independently, and maintain confidentiality. The position is part-time, non-exempt, with various duties across the department to help members reach their financial goals.