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What we’re searching for:
The Monetary Advisor Assistant supplies assist and coordination for the Funding Providers Staff for all actions associated to member service, information assortment and reporting, processing paperwork and coordination of enterprise improvement actions. Actively participates in monetary planning and Funding Providers staff initiatives.
What you’ll do:
- Promotes and maintains a constructive picture of Bay Federal always to all personnel, members, volunteers, distributors and the neighborhood.
- Units up and maintains information with acceptable info and in accordance with FINRA compliance requirements.
- Handles routine shopper inquiries and assist; successfully works with back-office assist personnel, wholesalers, and brokers/supplier again workplace to make sure a excessive diploma of high quality service and member satisfaction.
- Contacts members, schedules appointments and supplies submit appointment comply with up.
- Inputs potential shopper’s info into database and creates shopper profiles in monetary planning software program.
- Generates routine experiences relating to gross sales outcomes, experiences to the senior management staff, shopper record to Advertising, and referral experiences to Payroll.
- Coordinates actions with LPL Monetary and different entities to make sure acceptable compliance with regulatory necessities.
- Coordinates, assists and participates in staff conferences, supplies help to advertising and marketing with division occasions and submission of selling supplies to LPL.
- Participates in New Rent Orientation, department trainings, referral contests, and works with Advertising on exterior promotion concepts.
What you deliver to the Credit score Union:
- Bachelor’s Diploma in Enterprise or Finance or the equal expertise is most popular.
- 3 years of expertise in monetary planning is most popular.
- Proficient in Microsoft Suite packages.
- Demonstrated capability to make sturdy choices and proactively clear up issues; sturdy organizational abilities.
- Robust capability so as to add, subtract, multiply, and divide in all models of measure, utilizing complete numbers, widespread fractions, and decimals.
- Insurance coverage license and Sequence 6 + 63 are required.
– Bay Federal will present the chance to realize the above license and certifications if wanted.
Why work for us:
- Optimistic and enjoyable work tradition
- Rated #1 Credit score Union to Work For by CU Journal
- Greatest Locations to Work within the Bay Space (SF Enterprise Occasions/Silicon Valley Journal)
- Advantages – Medical, Dental, Imaginative and prescient and extra
- 401k Matching – $1 for $1 firm match as much as 5% of pay
- Eligibility to take part in annual bonus plan
- Paid holidays and holidays
- Our hybrid with flexibility strategy combines the pliability of distant working with the advantages of in-person, quarterly collaboration and all workers conferences
- Worker Help Program that helps 6 face-to-face periods per particular person, per motive, for you and your family
- We put money into your skilled progress & improvement
- A wellness program that helps your bodily, monetary, and emotional well being
HOW TO APPLY: If , please submit a web-based utility right here.
Bay Federal is proud to supply a aggressive, sturdy compensation and advantages bundle. Bay Federal considers many components in figuring out base pay equivalent to expertise, training/coaching, inner peer fairness, job location, and different enterprise issues when extending a suggestion. For Santa Cruz, CA solely, the pay scale Bay Federal fairly expects to pay for this place is $23 – $26 per hour. Salaries are based mostly on the geographic location wherein you reside if working remotely.
Bay Federal supplies well being care advantages, life and incapacity insurance coverage, paid holidays and 401k with an organization match to eligible staff; together with worker paid voluntary advantages. Paid time without work is accrued per paycheck for eligible staff at a price based mostly in your tenure. Leaves of absences can be found in adherence with state and federal laws.
Bay Federal is dedicated to offering equal employment alternative for all individuals no matter age, incapacity, nationwide origin, race, colour, faith, intercourse, sexual orientation, gender, gender identification or expression, being pregnant, veteran or army standing, marital and civil partnership/union standing, alienage or citizenship standing, creed, genetic info or every other standing protected by relevant federal, state, or native legislation.
For CCPA’s necessities relating to safety practices and procedures, please see our privateness web page right here ( Bay Federal Credit score Union takes our obligation to maintain our member’s information secure and safe and cling to business customary finest practices.
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