Investment Solutions Administrative Assistant

Beginnings Credit Union • Ithaca, NY

1d • $22 - $27

About The Position

Beginnings Credit Union (Beginnings) is seeking a driven and enthusiastic Administrative Assistant who will provide administrative support for the Investment Solutions Program Manager and Financial Advisor’s by performing administrative tasks, supporting client interaction and communication, assisting with information processing and monthly reporting, and facilitation of special projects. Duties will require excellent organizational skills, a strong willingness to learn, the ability to problem solve, and the ability to handle sensitive information with discretion.

Requirements

• Willingness to obtain and maintain investment licenses (Series 6 & 7, insurance).
• 1-3 years’ experience in an administrative or related role in a financial services environment is preferred.
• Ability to gain a strong knowledge of investment products and regulatory requirements will be required for success in this role.
• Strong communication skills, both written and oral, with the ability to provide clear and professional communication and excellent service to clients, staff, and vendors.
• Understands all software programs applicable to retail financial services and can use them proficiently.
• Proficient in Microsoft Office with emphasis on Word, Excel, Outlook, and Teams.
• Ability to work well in both independent and highly collaborative settings.
• Ability to deal with ambiguity.
• Self-motivated with a willingness to learn.
• The ability to think strategically.
• Good problem solving and analytical skills.
• Ability and willingness to regularly travel to credit union branches across the service area, with mileage reimbursement per credit union policy.

Responsibilities

• Prepare and process documentation related to wealth management clients and activities.
• Execute client requests in a timely manner.
• Prepare meeting agendas.
• Maintain accurate and organized client records and files.
• Schedule and confirm client appointments, managing FA's calendars.
• Onboard new clients utilizing various internal and external systems.
• Process referrals from website and internal sources.
• Assist with compliance and regulatory requirements, ensuring all activities adhere to industry regulations and standards.
• Support the management of the Investment Solutions external website.
• Process Investment Solutions department mail.
• Facilitate the identification, implementation, and maintenance of process improvements and efficient operating procedures within the department.
• Responsibilities may be added as the role progresses.

What This Job Offers

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