Part Time Investment Group Coordinator

FivePoint Credit Union External • Port Arthur, TX

12d • Onsite

About The Position

Market the FivePoint Investment Group Program to credit union employees and members. Perform administrative functions in support of the FivePoint Investment Group Program. Schedule appointments with members and Investment Group Financial Advisor. Perform secretarial and clerical duties such as preparing letters, memos, and reports. Answer questions and direct telephone calls and visitors.

Requirements

• High school graduate or equivalent.
• Basic knowledge office operations and clerical duties.
• Minimum of six (6) months office experience.
• Excellent oral and written communication skills.
• Well organized.
• Attentive to detail.
• Project management abilities.
• Able to use related computer applications, such as Windows, Publisher, Excel, Word, Outlook, Internet Explorer, etc.

Nice To Haves

• College coursework, preferably in business.
• Basic knowledge of financial institution operations is strongly preferred.
• Minimum one year office experience.
• Marketing & office training preferred.

Responsibilities

• Assumes the responsibility of the marketing functions for FivePoint Investment Group.
• Assumes the responsibility of coordinating appointments for FivePoint Investment Group Financial Advisor.
• Assumes responsibility for administrative support functions for FivePoint Investment Group.
• Assumes responsibility for establishing and maintaining effective, professional business relations with members.
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
• Assumes responsibility for related duties as required or assigned.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED