Investment Services Specialist — Advisor Support (On-Site)

Empower Federal Credit Union; City of Syracuse (NY); On-site; USD 42,000 - 64,000; Full time

Job summary

Empower Federal Credit Union in Syracuse, NY is seeking an Investment Services Assistant to provide administrative, member service, and operations support within the Investment Services Program.

As a full-time, on-site role, you will assist Financial Advisors, process transactions, maintain accurate records, coordinate client communications, and help drive business development initiatives while ensuring compliance and high levels of service.

Qualifications

• Minimum 3–5 years of experience in investment services or related administrative support.
• Experience supporting financial advisors or investment representatives preferred.
• Experience handling confidential financial information and client documentation.
• Experience in a regulated financial services environment preferred.

Responsibilities

• Provide primary administrative support to Financial Advisors and Investment Services program.
• Process investment-related transactions and client service requests.
• Prepare and maintain account documentation and regulatory records.
• Coordinate client communications and calendar management.
• Support compliance by adhering to regulatory requirements and policies.

Skills

Organization & time management

Verbal & written communication

Education

Two-year college degree

FINRA Series 7 License

FINRA Series 63 License

Notary Public certification

Tools

Microsoft Office Suite (Word, Excel, Outlook, Teams)

Job description

Empower Federal Credit Union in Syracuse, NY is seeking an Investment Services Assistant to provide administrative, member service, and operations support within the Investment Services Program.

As a full-time, on-site role, you will assist Financial Advisors, process transactions, maintain accurate records, coordinate client communications, and help drive business development initiatives while ensuring compliance and high levels of service.