IRIS Coordinator I
About The Position
The Insurance Retirement Investment Services (IRIS) Coordinator position requires supporting the advisor in all tasks and responsibilities related to income generating activities. The coordinator is responsible for providing administrative support to the licensed (IRIS) Financial Representative and administers the IRIS Financial Services marketing plan. Responsible for performing a broad variety of IRIS services such answering questions regarding Credit Union’s products and services for members/non-members. Also responsible for cross-selling credit union services and assists or refers members/non-members with any questions or concerns that arise. Ensures that appointments are set up and confirmed for designated Financial Representative including share certificates maturing and annuities coming out of surrender.
Requirements
- High school diploma or equivalent.
- Ability to complete LPL Career Academy within one (1) year of employment.
- One (1) year of financial institution experience or three (3) years of customer service experience.
Responsibilities
- Providing administrative support to the licensed (IRIS) Financial Representative
- Administering the IRIS Financial Services marketing plan
- Performing a broad variety of IRIS services such answering questions regarding Credit Union’s products and services for members/non-members
- Cross-selling credit union services
- Assisting or referring members/non-members with any questions or concerns that arise
- Ensuring that appointments are set up and confirmed for designated Financial Representative including share certificates maturing and annuities coming out of surrender.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
