Investment Services Representative National Covenant Properties
1 week ago
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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