Investment Office Manager

First Community Credit Union • Chesterfield, MO

10d

About The Position

First Community Credit Union seeks an organized, proactive, and service-oriented professional to serve as Investment Services Office Manager. This position works closely with the Program Manager and Investment Consultants in a leadership capacity to support the organization and responsiveness of the growing practice. The role involves planning and coordinating business activities throughout the year and supporting the Investment Consultants’ daily operations.

The Office Manager serves as the first point of contact for Investment Services inquiries and supports the practice’s business organization, client management, appointment scheduling, internal processes, compliance monitoring, and marketing activities. The position collaborates with LPL back-office and marketing teams to coordinate operations and resolve issues. Training is provided for LPL ClientWorks, Wealthbox CRM, and Money Guide Pro; prior experience with these systems is not required.

Requirements

• Experience and proficiency with Microsoft Word, Excel, and PowerPoint.
• Aptitude and leadership skills necessary to develop subject matter expertise in LPL ClientWorks, Wealthbox CRM, and Money Guide Pro financial planning software.
• Self-motivated and capable of working independently.
• Excellent verbal and written communication skills to support members and clients on a daily basis.
• Candidates who currently hold securities licenses must have a clean U4.

Nice To Haves

• Pursuit of Series 7 and 66 securities licenses and life and health insurance licenses is supported and encouraged; these licenses are not required.
• Prior experience with LPL ClientWorks, Wealthbox CRM, and Money Guide Pro is not required.

Responsibilities

• Serve as the first point of contact for Investment Services inquiries, including referrals from branches, back-office teams, and the website, as well as walk-in members and inbound calls.
• Develop proficiency in LPL’s ClientWorks core system, the Wealthbox client relationship management platform, and Money Guide Pro financial planning software.
• Assist Investment Consultants with business organization, management of growing client bases, appointment scheduling, and development of best practices for calendar management, Wealthbox CRM activity, and ClientWorks notifications.
• Support the Program Manager’s long-term growth and development strategies and internal processes, including referral tracking, monthly expense management and reporting, and compliance monitoring.
• Collaborate with LPL’s back-office departments to coordinate business activities, resolve client and advisor issues, and remain informed of operational updates.
• Submit advertising and marketing materials to LPL’s Marketing and Regulatory Review team and make necessary revisions.
• Collaborate with LPL’s Marketing Solutions team to coordinate email campaigns, the monthly email newsletter, and website and social media outreach, including collecting data on marketing campaigns and seminars.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed