Licensed Investment Services Assistant — Client Support

Reliantcu; Town of Sodus (NY); On-site; USD 28,000 - 44,000; Full time

Benefits offered by this job

401k match

Paid time off

Insurance (medical, dental, vision, 1

Branded Apparel

And much more!

Job summary

Reliant Credit Union in Sodus, NY, is seeking a Licensed Sales Assistant to provide administrative support to the Investment Services team. You will handle member paperwork, assist with transactions within license limits, and coordinate meetings and calendars to ensure smooth client service.

The role requires a Series 7/66/63/65/6 and NYS Insurance license within six months, plus strong communication and organizational skills to support a growing advisory team. Competitive benefits apply.

Qualifications

• High school diploma or equivalent is required.
• 2+ years of experience in financial services, preferably in investment sales or advisory capacity.
• Series 7,6, 66, 63, 65, and NYS Insurance required.
• Proficiency with financial software, CRM systems, and Microsoft Office Suite
• Accepts new technology, procedures, and methods. Demonstrates the ability to remain flexible, follow instructions and adapt to a changing work environment.
• Excellent oral and effective written communication skills.
• Must be well organized and willing to work independently in a multi-task environment. Demonstrates a high degree of attention to detail.
• Excellent interpersonal skills with the ability to motivate and influence others, to gain cooperation and trust, and to work effectively with diverse groups of people.

Responsibilities

• Serves as the primary point of contact for client inquiries, account maintenance, and service-related issues.
• Processes and follow up on client requests, including account transfers, withdrawals, and updates.
• Schedules and confirms client meetings, prepare necessary documentation, and ensure prompt follow-up.
• Maintains accurate client records and ensure compliance with policies and regulatory standards.
• Manages calendars, correspondence, and documentation for the investment sales team.

Skills

Communication

Organizational skills

Interpersonal skills

Multitasking

Education

High school diploma

Licenses: Series 7/66/63/65/6

NY Insurance license

Tools

CRM systems

Microsoft Office

Financial software

Job description

Reliant Credit Union in Sodus, NY, is seeking a Licensed Sales Assistant to provide administrative support to the Investment Services team. You will handle member paperwork, assist with transactions within license limits, and coordinate meetings and calendars to ensure smooth client service.

The role requires a Series 7/66/63/65/6 and NYS Insurance license within six months, plus strong communication and organizational skills to support a growing advisory team. Competitive benefits apply.