Members 1st Federal Credit Union · 13 hours ago
Investment Assistant
Harrisburg, PA
Full-time
Hybrid
Entry Level
1+ years expMembers 1st Federal Credit Union is a growing financial institution that values diversity and community. They are seeking an Investment Assistant to provide administrative support to wealth advisors, ensuring exceptional customer service and efficient operations within the Investment Services group.
BankingFinancial ServicesInternet of Things
Responsibilities
Provide administrative, operational, clerical, and sales support for the credit union’s Investment Services group
Provide exceptional customer service and an unparalleled customer experience to members, clients, associates, and the community
Work directly with and support the wealth advisors by providing administrative support needed to help grow the book of business with existing clients and process any new business
Prepare documents for client or member meetings, reports or presentations requested to support the agenda of the meeting
Pull reports from our financial platform of the broker/dealer, and access meeting notes from our CRM system
Schedule appointments, add notes to MRM, and manage the advisor’s calendar daily
Keep track of specific tasks and activities in our CRM system or outlook
Track and qualify the referral as directed by the advisors for associate incentive in our MRM system
Correspond and work on a regular basis with clients or members, broker/dealer, prospects, other outside vendors and internal departments and retail branches
Add new clients/prospects as contacts in our CRM system, adding notes to the contacts and imaging documents to this CRM system
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 clients, process death claims, account transfers, add TOD’s, etc
Process new business may require you to send overnight courier packages
May involve using Microsoft programs for tracking and managing business such as RMD’s, systematic withdrawals, etc
Maintain compliance with all credit union, NCUA, broker/dealer, FINRA policies and regulations
Qualification
Required
1-3 years of related experience
General and business knowledge equivalent to a high school diploma
Strong organizational, analytical, time management and problem-solving skills and sufficient expertise to organize details
Ability to work with various personnel on unrelated projects involving multiple tasks and deadlines, specific deliverables, and expected tangible outcomes
Knowledgeable of systems including LPL (clientworks), Redtail (CRM), MRM and Microsoft programs
Ability to be a business professional on phone calls, have excellent written and oral communication, manage difficult calls or engagements in person and be able to de-escalate the conversation to end with a solution that is appropriate for both the client/member and the advisor/assistant
Proactive with the advisors and clients you support, take independent action on assigned tasks and be multi tasked oriented to work on various projects at one time plus prioritize them based on urgency of the request
Keep workflow processes current and up to date for efficiency and accuracy
Ability to communicate effectively in English, both orally and in writing
Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
Ability to sit for extended time periods
Sufficient manual skill for operation of PC keyboard and other standard office equipment
Ability to travel, including occasional overnight travel
Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects
Benefits
Fantastic healthcare
Paid benefits
Opportunities for professional advancement
Work-life balance
Company
Members 1st Federal Credit Union
Members 1st Federal Credit Union renders financial tools and services that help people to meet financial needs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chad Adams
Chief Relationship Officer
Christine Pavlakovich
Chief People Officer
Recent News
2025-03-26
2023-06-06
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