Licensed Investment Assistant

Full-time

Description

Status : Hourly / Non-exempt

Location : Sodus New York

Schedule : 8 : 30am - 5 : 00pm Monday - Friday. Must be flexible to meet current and future business needs.

General Summary :

Reliant Credit union ranked one of Rochesters top mid-sized workplaces eight years in a row seeks a Licensed Sales Assistant to join our team.

The Licensed Sales Assistant is responsible for providing administrative support to the Reliant Investment Services team. This includes processing member paperwork assisting with member transactions within their license limits processing mail following up with members assisting with social media coordinating meetings and presentations and managing calendars for scheduling purposes.

As a Licensed Sales Assistant at Reliant you will :

• Serves as the primary point of contact for client inquiries account maintenance and service-related issues.
• Processes and follow up on client requests including account transfers withdrawals and updates.
• Schedules and confirms client meetings prepare necessary documentation and ensure prompt follow-up.
• Maintains accurate client records and ensure compliance with policies and regulatory standards.
• Manages calendars correspondence and documentation for the investment sales team.

Reliants benefits package includes :

Requirements

Licensing Requirement : The required license must be obtained within six (6) months of hire. Continued employment in this position is contingent upon obtaining and maintaining the appropriate licensure. Failure to do so may result in forfeiture of the position.

Physical Requirements :

Candidates considered for hire are subject to credit and other employment reference checks.

Reliant Community Federal Credit Union is proud to be an Equal Opportunity Employer AA Disability / Veteran. If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position contact our Human Resources department via phone at or email at

Salary Description

$26 - $35

Key Skills

Active Directory Administration,Financial Services,Benefits & Compensation,Cosmetology,Architecture

Employment Type : Full-Time

Experience : years

Vacancy : 1

Hourly Salary Salary : 26 - 35