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Investment Sales Assistant

2 months ago

Albuquerque, New Mexico, United States Nusenda Full time

Job Summary

Nusenda Credit Union is seeking a highly skilled Investment Sales Assistant to join our Investment Services team. As a key member of our team, you will be responsible for maintaining and enhancing client relationships through exceptional customer service and communication skills.

Key Responsibilities

  • Maintain and service client accounts, ensuring proper and complete documentation aligned with regulatory requirements.
  • Support Investment Advisors through scheduling appointments, sales, and service support, maintaining referral programs, event/workshop planning, and additional administrative duties.
  • Handle client and prospect inquiries and service needs, effectively working with support personnel at vendors and broker-dealers to ensure high-quality service, member satisfaction, and accuracy.
  • Set up and maintain client contact records with appropriate information and in accordance with regulatory compliance standards.
  • Process paperwork and trades for investment clients.
  • Prepare or assist in the preparation of assigned reports.
  • Provide confidential administrative support to members of management and staff.
  • Compose letters and memoranda from dictation, verbal direction, written documents, and files.
  • Edit written communications from word-processing documents.
  • Submit and follow up on Credit Union marketing approval submissions to broker-dealer compliance.
  • Screen incoming mail, publications, and other correspondence.
  • Contact Credit Union referrals to determine appropriate representative assignments.
  • Schedule meetings.
  • Maintain daily appointment calendars, track referrals, and submit referral payment documentation to payroll.
  • Coordinate in-person and virtual events, workshops, and seminars for Investment Services clients or prospects, in coordination with marketing and other internal departments, and broker-dealers.
  • Keep securities licensing current through successful completion of Continuing Education requirements.

Requirements

  • Five to eight years of investment, wealth management, private banking, or similar related experience.
  • Bachelor's Degree in Business Administration or related field or equivalent.
  • Series 7 and 63 are required. Series 65/66, Current State of New Mexico Life and Health Insurance License, Variable Insurance Products License, and registration desired but not required. Similar licenses from adjacent states (TX, AZ, UT, CO, OK) desired but not required.

Preferred Qualifications

  • Excellent working knowledge of securities, life insurance, and annuity products.
  • Proficient in operational procedures related to customer accounts.
  • Strong practical understanding of general economic principles related to all aspects of personal finance.
  • Ability to handle multiple responsibilities, meet deadlines, deal with sensitive information, and handle problem resolution.
  • Effectively communicate with internal and external customers appropriately via in-person, email, etc.
  • Experience in multi-tasking, meeting strict deadlines, dealing with sensitive information, and problem resolution while providing exceptional service.
  • Knowledgeable in Microsoft Office and all internal systems as affiliated with the department.
  • Ability to adapt quickly to change and proactively communicate.

Nusenda Credit Union is an Equal Opportunity Employer