On-Site Investment Services Assistant & Advisor Support

Empower FCU; City of Syracuse (NY); On-site; USD 30,000 - 45,000; Full time

Job summary

Empower FCU's Syracuse-based Investment Services Assistant role supports Financial Advisors and the Operations Manager with transactions, record keeping, and client communications. The position emphasizes service quality, regulatory compliance, and efficient operations to help grow the investment program.

The role requires full-time, on-site presence in Syracuse, NY, with a starting pay range of $21.97–$32.96 per hour.

Qualifications

• 3 to 5 years of experience in investment services or related admin roles.
• Experience supporting financial advisors or investment representatives preferred.
• Experience handling confidential financial information and client documentation.
• Experience processing transactions, account maintenance, or securities paperwork.
• Experience in a regulated financial services environment preferred.

Responsibilities

• Provide administrative support to Financial Advisors and the Investment Services Program.
• Maintain licenses, credentials, and certifications required to support the program.
• Assist with daily operational, service needs, and advisor scheduling.
• Ensure regulatory compliance and accurate records management.
• Coordinate client communications and support business development initiatives.

Skills

Organizational skills

Time management

Communication skills

Regulatory compliance

Education

Two-year college degree or equivalent

FINRA Series 7

FINRA Series 63

Notary Public certification

Tools

Microsoft Office

Dayforce HRIS

Job description

Empower FCU's Syracuse-based Investment Services Assistant role supports Financial Advisors and the Operations Manager with transactions, record keeping, and client communications. The position emphasizes service quality, regulatory compliance, and efficient operations to help grow the investment program.

The role requires full-time, on-site presence in Syracuse, NY, with a starting pay range of $21.97–$32.96 per hour.