Job Description

Job Description

Job Description

Overview

Under the direction of the Wealth Management Advisor, the SMFS Financial Coordinator is responsible for providing administrative support to the Wealth Management Advisor.

Key Responsibilities

• Administrative support to the Wealth Management Advisor, which includes but is not limited to typing, filing, organizing, and maintaining paper and electronic files, handling telephone and email inquiries.
• Assist Wealth Management Advisor to manage member relationships by maintaining first point of contact in all member relationships with SMFS.
• Provide timely, complete, and accurate information to the Advisor.
• Provide effective sales and service support in accordance with credit union and department standards as well within applicable federal and state regulations.
• Provide general and technical support by gaining a working knowledge of current Trustage Wealth Management Services & LPL to include investment relationships with SMFS.
• Effectively complete a variety of assigned special projects to include member events, assembling seminar packets, making room arrangements, and coordinating mailings.

Core Skill Competencies

• Communication: Clear and effective communication skills, both written and verbal.
• Attention to Detail: Ensure accuracy in transactions and account handling to avoid errors and discrepancies.
• Member Service: Ability to interact positively with members, providing timely and accurate information and assistance.
• Problem-Solving: Strong problem-solving skills with the ability to identify and resolve.
• Technology Proficiency: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and in financial software and tools. Basic knowledge and understanding of office equipment.
• Time Management: Efficiently manage time and prioritize tasks to meet customer needs and organizational goals.

Physical Demands

• Prolonged periods sitting at a desk and working on a computer.
• Occasional lifting of office supplies, up to 15 pounds.
• Occasional travel may be required for events, meetings, or conferences.

Qualifications

• High School diploma or equivalency required. Experience in Financial Services organization, with focus on investment products preferred.
• Ability to maintain strict confidentiality and adhere to regulatory compliance rules as they apply.
• Successfully pass CUNA Brokerage Services (CBSI) background check as required by the Financial Industry Regulatory Authority (FINRA).

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