Investment Services Administrative Rep (Full time)

The Administrative Representative for Investment Services is responsible for providing specialized administrative support to assigned Investment Representative(s), including processing and filing investment and insurance documents. Will report directly to their assigned Investment Representative(s).

Duties for this position include:

• Scheduling member appointments, ensuring referral forms are processed, and ensuring investments are processed within required broker/dealer established timeframes.

• Processing completed investment and/or insurance applications

• Confirming member appointments and maintaining member files

• Assisting in employer sponsored functions including the annual meeting, financial workshops, and member investment workshops

• Gathering, assembling and analyzing information and data from a variety of sources 

• Preparing reports, hypotheticals, correspondence, and memos

• Working with Mutual Fund and Insurance companies and broker/dealer employees on a daily basis

Some of the requirements for this position are:

• Must obtain notary license within six months

• Strong computer skills (Word, Excel, etc.) in order to utilize various software programs

• Ability to work independently, self-disciplined/motivated, and member service oriented

• Ability to work with executive level managers

• Although primary reporting location will be at our Barstow branch must be able to travel to assigned EECU branch locations, as needed

• Knowledgeable and up to date about economic conditions and trends

• Obtain the Series 6 and 63 security licenses as well within 12 months of being in the position.  May also be required to obtain a CA Life Insurance license

• Must successfully pass the broker dealer LPL’s screening process

• Credit check required

• Clean DMV record