Apply on Employer Site

Apple Federal Credit Union · 1 day ago

Investment Services Operations Specialist

Fairfax, VA

Full-time

Onsite

Mid Level

3+ years exp

Apple Federal Credit Union is a community-focused organization committed to improving the lives of its members. The Investment Services Operations Specialist plays a critical role in supporting the investment program by ensuring seamless coordination between members, advisors, and internal departments while driving operational excellence and enhancing the overall member experience.

BankingFinanceFinancial Services

Responsibilities

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 escalate concerns when necessary

Prepare and analyze monthly and quarterly reports for AFS Financial Services Investments, highlighting trends and recommending improvements

Maintain accurate client records in ClientWorks, 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 are minimized

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

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

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

Assists with administration of programs, projects, and/or processes specific to Apple Financial Services Investments

Must be able to interact with all levels of the Credit Union and the Community

Acts as the person in command on all operational issues

Prepare Department PowerPoint presentations

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 digital appointment requests and ensure seamless integration with advisor scheduling systems

Qualification

Investment services experienceClientWorks proficiencyAnalysisMicrosoft ExcelTroubleshooting skillsProcess improvementCommunication skillsCollaboration skills