Investment Associate

Selco Community Credit Union • Springfield, OR

269d • $20 - $29

About The Position

The Investment Associate provides administrative support to SELCO Investment and Retirement Services and Investment Advisors. Develops and supports client financial relationships with SELCO members utilizing non-deposit investment products including, but not limited to, securities and insurance. The position requires exceptional customer service skills and the ability to discover member needs to effectively cross-sell SELCO's products and services.

Requirements

• High school diploma or equivalent.
• Bachelor's degree in business-related field or equivalent related experience.
• Investment experience preferred.
• A valid driver's license.
• Must be bondable.
• Must obtain a valid Oregon Insurance Life and Health License within a four (4) week period.
• Must obtain a valid Securities Industry Essentials License within a four (4) week period.
• Must obtain FINRA Registered Series 7 within an eight (8) week period.
• Must obtain FINRA Registered Series 63 and 65, or 66 within a five (5) week period.
• Must obtain Oregon Insurance Variable Lines License.

Responsibilities

• Provide administrative support including answering calls, greeting and directing customers, distributing mail, ordering office supplies, and scheduling appointments.
• Facilitate and coordinate communications with clients, investment companies, and co-workers.
• Service client accounts including updating client information, assisting with withdrawal requests and other client forms, processing trade documents, responding to client inquiries, re-registering investment accounts.
• Review all trade confirmations for accuracy and completion.
• Assist and maintain an accurate referral queue.
• Assist in the organization of SELCO Investment and Retirement Services' webinars and other marketing related activities including overseeing seminar registration, ordering seminar supplies and materials, setting up event space, greeting attendees, and maintaining referral program.
• Assist with department-related projects and special assignments, as requested.

Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) retirement plan (with guaranteed employer contributions).
• Paid time off for personal and volunteer hours, as well as 10 paid holidays per year.
• Wellness and educational reimbursements.
• Employee assistance program.
• Discounted rates on select SELCO services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree