Investment Fund Associate

2 weeks ago


Jackson, Mississippi, United States Hope Credit Union Full time
Main Responsibilities
  • Gather and process necessary documentation for opening HOPE's Transformational Deposit product and other IR related certificates.
  • Manage data entry for IR related deposit transactions and account updates in Symitar/Episys Quest, collaborating with Retail as necessary to ensure accounts and deposits are entered correctly.

This position requires considerable judgment and creativity in organizing workflow and ensuring adherence to National Credit Union Administration regulations.



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