Description

Overview

Under the direction of the Wealth Management Advisor, the SMFS Financial Coordinator is responsible for providing administrative support to the Wealth Management Advisor. 

Key Responsibilities

• Administrative support to the Wealth Management Advisor, which includes but is not limited to typing, filing, organizing, and maintaining paper and electronic files, handling telephone and email inquiries.
• Assist Wealth Management Advisor to manage member relationships by maintaining first point of contact in all member relationships with SMFS.
• Provide timely, complete, and accurate information to the Advisor.
• Provide effective sales and service support in accordance with credit union and department standards as well within applicable federal and state regulations.
• Provide general and technical support by gaining a working knowledge of current Trustage Wealth Management Services & LPL to include investment relationships with SMFS. 
• Effectively complete a variety of assigned special projects to include member events, assembling seminar packets, making room arrangements, and coordinating mailings.

 Core Skill Competencies

• Communication: Clear and effective communication skills, both written and verbal.
• Attention to Detail: Ensure accuracy in transactions and account handling to avoid errors and discrepancies.
• Member Service: Ability to interact positively with members, providing timely and accurate information and assistance.
• Problem-Solving: Strong problem-solving skills with the ability to identify and resolve.
• Technology Proficiency: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and in financial software and tools. Basic knowledge and understanding of office equipment.
• Time Management: Efficiently manage time and prioritize tasks to meet customer needs and organizational goals.

 Physical Demands

• Prolonged periods sitting at a desk and working on a computer.
• Occasional lifting of office supplies, up to 15 pounds.
• Occasional travel may be required for events, meetings, or conferences.

 Qualifications

• High School diploma or equivalency required.  Experience in Financial Services organization, with focus on investment products preferred.
• Ability to maintain strict confidentiality and adhere to regulatory compliance rules as they apply.
• Successfully pass CUNA Brokerage Services (CBSI) background check as required by the Financial Industry Regulatory Authority (FINRA).

Skills

• Attention to Detail
• Organizational Skills
• Problem Solving
• Microsoft Office

Equal Opportunity Employer
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