Admin Support Specialist 1

AIR ACADEMY•Colorado Springs, CO

2d•$19 - $25•Onsite

About The Position

Join our Air Academy Credit Union (AACU) team! We are seeking an experienced Administration Support Specialist-1 to join us at our corporate location in Colorado Springs. The ideal candidate is self-motivated, organized, detail-oriented, and an effective communicator. If you're passionate about helping others and thrive in a dynamic team environment, we'd love to hear from you. Apply now to be a part of our AACU family! Recognized as a Gazette Best Workplace since 2017, we’re committed to improving the lives of our members and communities by doing what is right, not what is easy. We want to exceed the expectations of anyone who comes our way by providing custom, caring financial solutions. With assets over $819 million and over 43,000 members, we walk alongside members on their financial journey, whether that’s getting back on their feet or moving on to a new chapter. Their goals are our goals and building stronger communities is what we do. Each year, AACU gives time, money, and resources to numerous community organizations, projects, and programs.

Requirements

Ability to make decisions in accordance with our policies and procedures.
Achieves and maintains certifications in IRA’s and HSA’s.
One year of relevant working experience in the financial industry.
Understanding of Individual Retirement Accounts (IRA), Health Savings Accounts (HSA).
Must have a valid driver’s license and reliable transportation.

Responsibilities

Responsible for assisting members with various account service requests, including, but not limited to; trust accounts, business accounts, rep payee accounts, guardian/conservator accounts, joint member changes, beneficiary changes, address changes, sub account changes, name changes, account conversions, fraud account conversions and closed account requests.
Knowledge of credit union deposit accounts, related processes, and related compliance.
Serves as the IRA, HSA, Deceased Account, Trust Account, and other special/fiduciary account type expert as a resource for staff.
Responsible for, and knowledgeable in, all deceased account processing to include IRA/HSA final distributions and differentiate between probate, non-probate, and other situations impacting final account administration.
Reviews, corrects all daily, monthly, quarterly, and yearly reports generated in-house for membership status, account status, Term Share Certificate Deposits, IRA, and HSAs.
Controls the disbursement of all returned mail as needed and updates membership good/bad address status.
Responsible for maintenance of core systems membership letters and forms including form creation and updates.
Completes research requests at the discretion of members, then both calculates and charges appropriate fee based on policy.