Executive Sales Assistant

Kitsap Credit Union•Bremerton, WA

6d•$28 - $34•Onsite

About The Position

Kitsap Credit Union is hiring a full-time Executive Sales Assistant to work out of our corporate office in Bremerton. This position is responsible for the sales and administrative support to the financial advisors, responds to client inquiries (verbally or in writing), monitors accounts, and enters trades as requested. The Executive Sales Assistant will also perform client servicing and records administration as well as assist with new business initiatives as assigned.

Requirements

High school diploma or GED.
Must register and provide fingerprints, pass background check with LPL Registration Department, within first 15 days in the position.
Two years of increasingly responsible administrative experience.

Nice To Haves

Current FINRA Series 7, 63 & 65 or 66 preferred.
Associate degree preferred.

Responsibilities

Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, account custodians, professional consultants, and other staff in a timely and professional manner, escalate issues as appropriate.
Assist with phone calls to prospects and clients, schedule client-related appointments, and coordinate client mailings/invitations, attend client meetings both in person and phone as needed.
Place equity, mutual fund, and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian system.
Prepare and ensure new business paperwork processes that may include preparing forms, obtaining appropriate signatures, preparing documentation and facilitating rollovers.
Act as liaison between branches and investment services team.
Coordinate marketing activities for investment services program.
Conduct audits and reports ensuring the department is compliant with state, federal, and local governments.
Coordinate and submit commission and expense reports.
Receive and sort mail; deposit checks at both KCU and other financial institutions, may include driving personal vehicle.
Stay up to date on continuing education courses as required.

Benefits

Free onsite parking
Annual time off and sick time accrued
11 paid holidays
1 Personal Floating Day
Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
Employee Assistance Program
Choose from a PPO medical plan or a High Deductible with a Health Savings Account
3% KCU funded Safe Harbor Contribution to your 401K
KCU will match up to 2% of your 401K contributions
All 401K contributions are 100% vested
Potential annual incentive in all roles within Kitsap Credit Union
Tuition reimbursement
8 hours of paid volunteer time off
Discounts on KCU's products and services
Unlimited ORCA transit access through KCU for less than $45 a year