Investment Assistant

When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly - tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us. Wanting the absolute best for our associates means more than just competitive pay.

It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality.

The purpose of this role is to provide administrative, operational, clerical, and sales support for the credit union’s Investment Services group with the goal of providing exceptional customer service and an unparalleled customer experience to members, clients, associates, and the community  individual must be affiliated with the broker/dealer of our investment program. The role works directly with and supports the wealth advisors by providing administrative support needed to help grow the book of business with existing clients and process any new business.

This is done with overall efficiency and detail oriented with the tasks requested and required for a successful business to prosper and maintain the expected client relationships, so they mature and grow at the pace of the client’s needs and goals. This role oversees confidential information and matters that require the individual to always have a high degree of discretion and be extremely cautious with whom it is shared.

The Investment Assistant position provides administrative, organizational and infrastructure support for their wealth advisors. The role will provide administrative support to the wealth advisors by preparing documents for client or member meetings, reports or presentations requested to support the agenda of the meeting. It may include pulling reports from our financial platform of the broker/dealer, and accessing meeting notes from our CRM system.

This role will have daily conversations on the phone with clients, prospects or members, broker/dealer, other outside vendors, internal departments or retail branches. The investment referrals will come from our retail branches, and other credit union departments as well. These prospects or members will need to be contacted to determine whether they wish to discuss investments with an advisor and if they qualify per our QKA guidelines.

The Investment Assistant will schedule appointments, add notes to MRM, and manage the advisor’s calendar daily. There will be a need to keep track of specific tasks and activities in our CRM system or outlook. They will track and qualify the referral as directed by the advisors for associate incentive in our MRM system. They will correspond and work on a regular basis with clients or members, broker/dealer, prospects, other outside vendors and internal departments and retail branches.

It may be oral, written, or direct inquiries that you will be receiving and executing on for service that a client or prospect requests. This role requires teamwork with various personnel and especially with our own investment services group. In addition, the role will require you to add new clients/prospects as contacts in our CRM system, adding notes to the contacts and imaging documents to this CRM system.

Within the financial platform of our broker/dealer, you will add new client business, upload documents, review notifications and documents not in good order, run reports through a reporting tool within the system, process service requests such as move money, client data updates (change of address, beneficiary adds/changes, email, POA), add online access for…