Financial Services Assistant

6 days ago


Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
Job Overview

American Heritage Credit Union, a leading financial institution with over $4.9 billion in assets, is seeking a skilled Financial Services Assistant to join its Investment and Retirement Center team.

About the Role

This full-time position involves supporting experienced Financial Advisors in their day-to-day activities, ensuring seamless client service delivery while driving business growth through sales and marketing initiatives.

The ideal candidate will possess excellent communication skills, be able to work independently, and thrive in a fast-paced environment.

Key Responsibilities:
  • Schedule client meetings, track details, and maintain accurate records using Salesforce and spreadsheet reporting.
  • Prepare comprehensive analyses and paperwork for scheduled meetings, utilizing knowledge gained from CUNA Brokerage Services, Inc. (CBSI) training.
  • Identify new business opportunities through referrals, high deposits, maturing CD's, and other marketing initiatives.
  • Support Registered Representatives by answering member queries, scheduling appointments, describing investment products, and executing transactions.
  • Market the IRC program to members and credit union employees, organizing monthly trainings and quarterly referral contests.
  • Provide personalized product information and research security transactions for members.
Requirements:
  • One to three years of relevant experience or equivalent.
  • Possession of Series 6, 63, and Life and Health licenses.
  • Two-year college degree or completion of a specialized course of study at a business or trade school.
  • Strong interpersonal skills, ability to work under pressure, and maintain deadlines.
  • Self-motivation and ability to perform tasks without supervision.
Salary and Benefits:

We offer a competitive salary range of $55,000 - $70,000 per year, commensurate with experience, along with an attractive benefits package, including health insurance, retirement plans, and paid time off.

Please submit your resume with salary expectations for consideration. We thank all applicants, but only those selected for further conversation will be contacted.



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