Investment Services Operations Specialist

Investment Services Operations Specialist

Apple Federal Credit Union invites applicants for the Investment Services Operations Specialist role.

At Apple Federal Credit Union, we’re more than a financial institution; we’re a community‑focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we’re committed to improving the lives of our members and the communities we serve.

We believe our employees are our greatest asset, fostering a supportive workplace culture that values inclusiveness, innovation, and growth. Whether you’re just starting out or advancing your career, you’ll find opportunities for professional development, mentorship, and meaningful impact.

• Recognized as a USA Top Workplace (2025) and Top Workplace by The Washington Post (2024)
• Collaborative, welcoming environment with forward‑thinking leadership
• Competitive, comprehensive benefits package, including:
  • Medical, dental, and vision coverage
  • 401(k) with employer match
  • Paid time off and 11 paid federal holidays
  • Paid volunteer time to give back
  • Tuition reimbursement and ongoing training opportunities
  • Annual TEAM Bonus plan

The Investment Services Operations Specialist plays a critical role in supporting Apple Financial Services’ investment program. This position ensures seamless coordination between members, advisors, and internal departments while driving operational excellence, maintaining compliance, and enhancing the overall member experience. The Specialist also contributes to process improvement, reporting accuracy, and strategic initiatives that strengthen Apple FCU’s investment services.

• Member & Advisor Support
  • Serve as the primary point of contact for member inquiries related to investment services, providing timely and accurate guidance.
  • Act as a liaison between advisors, members, and the Member Solution Center (MSC) to resolve complex issues and ensure a positive member experience.
  • Proactively identify opportunities to improve service delivery and escalated concerns when necessary.
• Reporting, Compliance & Quality Assurance
  • Prepare and analyze monthly and quarterly reports for AFS Financial Services Investments, highlighting trends and recommending improvements.
  • Maintain accurate client records in Client Works, ensuring compliance with regulatory requirements and internal standards.
  • Monitor completion of AFCU and LPL training across the team, ensuring deadlines are met and compliance risks minimized.
• Referral & Pipeline Management
  • Manage the referral pipeline by qualifying incoming leads, scheduling advisor appointments, and tracking conversion metrics.
  • Develop strategies to optimize referral outreach, ensuring timely follow‑up and maximizing advisor productivity.
  • Provide reporting to leadership on referral outcomes and recommend process enhancements.
• Appointment & Workflow Coordination
  • Oversee scheduling of member appointments, balancing advisor availability, travel logistics, and member needs.
  • Implement scheduling best practices to reduce conflicts and improve efficiency.
  • Partner with advisors to anticipate workload demands and adjust scheduling processes accordingly.
• Administrative & Operational Oversight
  • Supervise daily administrative functions including mail processing, check handling, and supply management.
  • Provide direct support to the VP of Apple Financial Services, including project coordination and operational reporting.
  • Identify opportunities to streamline administrative workflows and implement process improvements.
  • Assist with administration of programs, projects, and/or processes specific to Apple Financial Services Investments.
  • Interact with all levels of the Credit Union and the Community.
  • Act as the person in command on all operational issues.
  • Prepare Department PowerPoint presentations.
• Digital & Marketing Collaboration
  • Serve as Site Captain for AFS investment/insurance content on Apple FCU’s website, ensuring accuracy and alignment with marketing strategy.
  • Collaborate with Marketing to update content quarterly and recommend enhancements that improve member engagement.
  • Monitor…