Investment Services Representative National Covenant Properties

1 week ago


Chicago, United States Evangelical Covenant Church Full time

About National Covenant Properties

National Covenant Properties (NCP) is a church extension fund, which operates as a financial ministry affiliate of The Evangelical Covenant Church denomination. NCP provides investment products to members of Covenant churches and offers lending solutions for local congregations as they seek to expand their facilities and ministries.

YOU INVEST. WE LEND. MINISTRY GROWS.

Summary

The Investment Services Representative for National Covenant Properties (NCP) will serve as the front-line specialist to field inquiries from members and affiliates about investment and borrowing solutions with NCP.

An ideal candidate will be tech savvy, knowledgeable of IRAs, HSAs, and Certificate of Investments and have knowledge of basic accounting principles. As the Investment Services Representative, you will be instrumental in supporting NCP operations and advancing its mission by promoting excellent service and support to account holders, borrowers, and colleagues.

Responsibilities

Provide excellent customer service

Process and expedite internal and external inquiries

Manage and maintain files and office database

Provide administrative backup and support

Participate in promotional events

Perform other duties as assigned

Requirements/Qualifications

Knowledge of investment products

Knowledge of bookkeeping or accounting practices and procedures.

Excellent attention to detail and accuracy

Exceptional time management and problem-solving skills

Excellent organizational skills

Strong written and verbal communication skills

Ability to work well independently or collaboratively in a team setting

Ability to operate with discretion and confidentiality

Ability to work in a fast-paced environment

Proficient in Microsoft Office Suite or similar software

Proficient in Microsoft Excel or similar accounting software

Proficiency in

SalesForce or other CRM software

Education/Experience

Bachelor’s degree in business, economics, finance, or accounting or equivalent education and

experience

Previous customer/client service experience in the financial services industry

Possess Series 63 Securities license or ability to pass exam within 90 days of hire date

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