Investment Office Manager

First Community Credit Union; Chesterfield (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

First Community Credit Union in Chesterfield, MO seeks an organized Investment Services Office Manager to support the growing investment practice. You will work with the Program Manager and Investment Consultants to coordinate daily operations and annual activities.

Responsibilities include handling inquiries, learning ClientWorks, Wealthbox CRM, and Money Guide Pro; assisting with scheduling, referrals, reports, and compliance, while collaborating with back-office and marketing teams.

Qualifications

• Candidates must demonstrate experience and proficiency with Microsoft Word, Excel, and PowerPoint.
• Aptitude and leadership skills to develop subject matter expertise in ClientWorks, Wealthbox CRM, and Money Guide Pro.

Responsibilities

• Serve as the first point of contact for Investment Services inquiries from branches, back-office, website, walk-ins and calls.
• Develop proficiency in LPL’s ClientWorks core system, Wealthbox CRM, and Money Guide Pro; training provided.
• Assist Investment Consultants with calendar management, client base growth, scheduling, and best practices for Wealthbox activity and ClientWorks notifications.
• Support the Program Manager with growth strategies, expense reporting, and compliance monitoring.
• Coordinate with back-office to resolve client/advisor issues and stay updated on operational changes.
• Submit marketing materials for regulatory review and revise as needed.
• Collaborate on email campaigns, newsletters, website, and social media outreach, including data collection.

Skills

Leadership

Organization

Verbal communication

Written communication

Self-motivation

Independence

Tools

Microsoft Word

Excel

PowerPoint

ClientWorks

Wealthbox CRM

Money Guide Pro

Job description

Position Summary: First Community Credit Union seeks an organized, proactive, and service-oriented professional to serve as Investment Services Office Manager. This position works closely with the Program Manager and Investment Consultants in a leadership capacity to support the organization and responsiveness of the growing practice. Responsibilities include planning and coordinating business activities throughout the year and supporting the Investment Consultants’ daily operations.

Primary Responsibilities:

• Serve as the first point of contact for Investment Services inquiries, including referrals from branches, back-office teams, and the website, as well as walk-in members and inbound calls.
• Develop proficiency in LPL’s ClientWorks core system, the Wealthbox client relationship management platform, and Money Guide Pro financial planning software. Training will be provided; prior experience with these systems is not required.
• Assist Investment Consultants with business organization, management of growing client bases, appointment scheduling, and development of best practices for calendar management, Wealthbox CRM activity, and ClientWorks notifications.
• Support the Program Manager’s long-term growth and development strategies and internal processes, including referral tracking, monthly expense management and reporting, and compliance monitoring.
• Collaborate with LPL’s back-office departments to coordinate business activities, resolve client and advisor issues, and remain informed of operational updates.
• Submit all advertising and marketing materials to LPL’s Marketing and Regulatory Review team and make necessary revisions.
• Collaborate with LPL’s Marketing Solutions team to coordinate email campaigns, the monthly email newsletter, and website and social media outreach, including the collection of data on marketing campaigns and seminars.

Qualifications and Licensing: Candidates must demonstrate experience and proficiency with Microsoft Word, Excel, and PowerPoint, as well as the aptitude and leadership skills necessary to develop subject matter expertise in LPL ClientWorks, Wealthbox CRM, and Money Guide Pro financial planning software. Securities and insurance licenses are not required. The Investment Services department supports and encourages the pursuit of Series 7 and 66 securities licenses and life and health insurance licenses to support the continued growth of the practice.

Candidates must be self-motivated, capable of working independently, and possess excellent verbal and written communication skills to support members and clients on a daily basis. Candidates who currently hold securities licenses must have a clean U4.