Financial Assistant

GreenState Credit Union•Iowa City, IA

20h•$26 - $30

About The Position

The Financial Assistant supports the Financial Advisors by ensuring effective communication and coordination of member's needs. This role is essential in facilitating smooth day-to-day operations, by providing reliable administrative and operational support. The Financial Assistant helps drive efficiency and supports the delivery of high-quality financial services. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $26.02 - $30.42/hr with a progressive benefits package.

Requirements

Associates Degree in Business or related field or 3 years industry experience
Excellent verbal and written communication skills, with the ability to present effectively and collaborate with management and team members.
Strong customer service orientation, attention to detail, and a commitment to delivering accurate, high-quality work within deadlines.
Proactive, dependable, flexible, and able to manage competing priorities in a fast-paced, deadline-driven environment.
Self-motivated and able to work independently as well as collaboratively across functional teams to drive critical projects to completion.
Well-developed administrative, organizational, analytical, and project management skills.
Strong analytical and document interpretation skills to support decision-making and compliance.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and comfortable learning new software applications.
Demonstrates integrity, professionalism, and a member/client-focused mindset aligned with credit union values.
Commitment to continuous learning and development, including staying informed on industry trends and regulatory changes.
Must be able to pass a thorough background and credit check, as well as fingerprint approval process as required by FINRA and LPL Financial.

Responsibilities

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Assists with scheduling member/client appointments, preparing paperwork, and supporting the new member/client onboarding process to ensure a smooth and welcoming experience.
Manages incoming calls and messages, providing timely and professional responses to member/client inquiries.
Maintains accurate member/client information within financial systems, ensuring data integrity for reporting and compliance purposes.
Coordinates submission and review of marketing materials with Compliance and Marketing teams, ensuring all communications meet regulatory standards.
Supports planning and execution of marketing events aimed at engaging members and promoting financial products and services.
Prepares comprehensive reports for Financial Advisors using data from various sources to inform strategic decisions and improve member/client service.
Collaborates with internal teams across GreenState Credit Union to enhance cross-servicing opportunities with the membership.
Participates in financial education initiatives and member/client outreach programs to promote financial literacy and support community well-being.
Performs other duties as assigned.