Arizona Federal Credit Union
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Licensed Investment Sales Assistant
at Arizona Federal Credit Union
Arizona Federal Credit Union is seeking a Licensed Financial Sales Assistant. As a financial cooperative, Arizona Federal is positioned to unleash the power of “US” – to all of our members and employees. Our employees are financial experts, we emphasize the mutual benefit in all of our member relationships, and our members and employees are empowered to take hold of their financial futures.
If selected for this critical role, you will be responsible for credit union accounting functions:
Enter investment trades and provide service support for all investment related products
Prepare client letters, written and email communication, and other administrative support duties as requested by investment representatives
Respond to employee referrals and maintain referral tracking, supporting the production of financial advisors by taking incoming calls and making outbound service calls
- Schedule and support ongoing staff training in partnership with investment representatives by preparing informational product material to deliver to staff and leaders
Develop and maintain long-term relationships with clients, members and retail staff
Manage assigned projects (e.g. Quarterly client newsletter), including: planning, tracking, execution and implementation
Maintain professional standards and adhere to Arizona Federal’s values
Conduct an annual procedure audit
Participate and complete assigned tasks in a timely manner
Perform all other duties as assigned
Skill / Requirements
High School diploma or general education degree (GED) and 2 years’ experience in the investment services industry. Series 6 or Series 7 license. Knowledge of computers and software applications in Windows, Word and Excel. Ability to type 40 words per minute. Ability to read, write and speak in English. Ability to read, analyze, interpret and document technical procedures and financial reports. Ability to write business correspondence in response to sensitive inquiries or complaints. Proficiency in grammar, proofreading and sentence structure. Ability to communicate verbally both in person, on the telephone and through email. Ability to speak effectively to members regarding common inquiries. Ability to define situations, document data, establish facts and draw valid conclusions. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to calculate rates, ratios and percentages.
Series 65 or Series 66 licenses preferred
While performing the duties of this job, the employee is regularly required to stand, walk, sit, climb or balance; use hands to finger keys accurately when using calculator machines or computer keyboards; reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distant vision and color vision. The noise level in the work environment is usually moderate. Must be able to travel independently to department and branch locations. NOTE: The requirements listed in the above qualifications and essential functions are representative of the knowledge, skill, physical demands or work environment required or encountered that must be met by an employee to successfully perform each duty and each function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.