Investment Support Representative

Company: SchoolsFirst FCU
Location: Tustin
Posted on: May 24, 2023

Job Description:

Job Description

Position Details

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Minimum: $22.02

Midpoint: $26.97

Maximum: $31.92

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

What You'll Be Doing

Assists advisors and management with the day-to-day operations of the MIS/MRP departments to ensure Members and branches receive prompt, accurate and high quality service by telephone, email and mail regarding their investment and retirement accounts.

• Maintains financial consultants' calendars and client contact database; schedules initial and follow-up appointments for Members, confirms Member appointments, follows up on referral opportunities.
• Prepares seminar materials and assists advisor with seminar registration, follow up, etc.
• Maintains Member files, correspondence files, daily activity blotters and communicates with OSJ office, Members and advisors on a regular basis.
• Reviews and processes new account and trade applications for Members, executes basic investment transactions and handles basic account issues as needed.
• Speaks with Members to gather preliminary data for meetings with financial consultant. Answers Member questions regarding account balances, places redemptions/exchanges for Members, assists Members with all account inquires.
  
  Additional Job Functions
  
  
  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
    
    Qualifications
    
    
    • Required High School Diploma or GED
    • 1-3 years of previous related experience Required
      
      Knowledge, Skills, and Abilities
      
      
      • Series 7 preferred and series 66 or 63 and 65 preferred
      • CA Life Insurance license preferred

Keywords: SchoolsFirst FCU, Tustin , Investment Support Representative, Other , Tustin, California