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Licensed Investment Sales Assistant

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Armco Credit Union

2021-12-04 07:30:03

Job location Butler, Pennsylvania, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

CUNA Brokerage Services, clearing through Armco Credit Union, is seeking a Members Financial Services Sales Assistant for an established 30+ year/$250+million program. Armco Credit Union is the 2nd largest credit union in the Pittsburgh area with operating branches in Butler, Mars, Karns City and BC3 main campus. We are looking for an outstanding professional who takes joy in the privilege and responsibility of improving the lives and financial well-being of our members. Armco Credit Union offers vacation, sick and holiday pay, a defined benefit pension plan, long-term disability and life insurance as well as a comprehensive benefit package that includes medical, dental and vision.

In particular, this position would be responsible for:

  • Completing applications and processing paperwork for products such as mutual funds, variable annuities, fixed annuities, MAP - managed advisory portfolios, stock accounts and 529 plans. Performing a variety of miscellaneous duties including preparing portfolio overviews, completing

purchase forms, general securities forms, systematic forms, ACH forms and disclosures.

  • Buying and selling mutual funds and stocks, reallocating accounts (exchanges) and tracking stock prices.
  • Supporting Financial Advisors in a team environment with client investment services including beneficiary changes, contribution and distribution requests, online setup, Roth conversions, RMD's trades, statement consolidation, appointment scheduling, and other account maintenance.
  • Following up with members to expedite processes and answer questions (paperwork on rollovers and transfers received, medical exams ordered, new money allocated correctly). Making presentations on financial services to groups in order to attract new clients. Identifying cross selling

opportunities and cross selling services to members.

Job Type: Full-time

Benefits:

  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • Monday to Friday

Work Location: One location

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