Financial Advisor Coordinator

ID
2021-3730
Company
Alaska USA Federal Credit Union
Type
Full Time
Location
Anchorage Financial Ctr
City
Anchorage
Minimum Salary Grade
Category 13: $44,803 depending on experience
Work Hours
Monday - Friday: 9:00 am - 5:30 pm
Regular Schedule is five 8 hour days
Yes
Addition Shift Differential
None
FLSA Status
Non-Exempt

Overview

Reports To: Manager, Investment Services

 

Primary Functions: Responsible for providing administrative support to facilitate new business and service existing accounts in alignment with goals and industry requirements.

 

Duties and Responsibilities:

 

  1. Provide administrative support to promote department sales and quality of service to prospective and existing clients.
  2. Assist with coordination of department events, educational seminars and workshops.
  3. Direct inquiries to appropriate individuals, and schedule and coordinate appointments.
  4. Route and track referral sources and outcomes.
  5. Provide accurate and timely reporting to Financial Advisors and management.
  6. Collect required documentation, deposits, premiums, etc. in a timely and complete manner when directed, in accordance with regulatory requirements.
  7. Coordinate with program partners to assist with account inquiries and servicing requests, and help resolve any issues relating to products and services.
  8. Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements.
  9. Maintain proficiency with organization and program partner systems.
  10. Perform other duties as assigned.

Qualifications

Education: Bachelor's degree in Business Administration or other related field preferred.

 

Creditable Experience in Lieu of Education: Not Applicable

 

Experience/Skills: 3 years experience in financial services or investment sales. Aptitude for using computers and electronic systems.

 

Tenure: Not Applicable

 

Equal Opportunity Employer

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