Beginnings Credit Union · 1 month ago
Investment Solutions Administrative Assistant
Ithaca, NY
Full-time
Onsite
Entry Level
$21/hr - $26/hr
1+ years expBeginnings Credit Union is seeking a driven and enthusiastic Administrative Assistant to support the Investment Solutions Program Manager and Financial Advisor. The role involves performing administrative tasks, assisting with client interactions, and facilitating special projects while ensuring adherence to compliance and regulatory requirements.
BankingFinanceFinancial ServicesLendingMortgageNon Profit
Hiring Manager
Nadiya Kurnikovska
Responsibilities
Prepare and process documentation related to wealth management clients and activities
Execute client requests in a timely manner
Prepare meeting agendas
Maintain accurate and organized client records and files
Schedule and confirm client appointments, managing FA's calendars
Onboard new clients utilizing various internal and external systems
Process referrals from website and internal sources
Assist with compliance and regulatory requirements, ensuring all activities adhere to industry regulations and standards
Support the management of the Investment Solutions external website
Process Investment Solutions department mail
Facilitate the identification, implementation, and maintenance of process improvements and efficient operating procedures within the department
Responsibilities may be added as the role progresses
Qualification
Required
Willingness to obtain and maintain investment licenses (Series 6 & 7, insurance)
Ability to gain a strong knowledge of investment products and regulatory requirements will be required for success in this role
Strong communication skills, both written and oral, with the ability to provide clear and professional communication and excellent service to clients, staff, and vendors
Understands all software programs applicable to retail financial services and can use them proficiently
Proficient in Microsoft Office with emphasis on Word, Excel, Outlook, and Teams
Ability to work well in both independent and highly collaborative settings
Ability to deal with ambiguity
Self-motivated with a willingness to learn
The ability to think strategically. Good problem solving and analytical skills
Ability and willingness to regularly travel to credit union branches across the service area, with mileage reimbursement per credit union policy
Preferred
1-3 years' experience in an administrative or related role in a financial services environment is preferred
Benefits
Mileage reimbursement per credit union policy
Company
Beginnings Credit Union
At Beginnings Credit Union, we believe every day is a chance to move forward.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
William Crane
Chief Production Officer and CISO
Recent News
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