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Reports to: Manager, Investment Services
Functions Supervised: None
Primary Functions: Responsible for providing administrative support to facilitate new business and service existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
Education: Bachelor's degree in Business Administration or other related field preferred.
Creditable Experience in Lieu of Education: Two years' experience as an assistant in financial services or investment sales. Two years' general office experience which included direct customer contact.
Experience/Skills: Two years' experience as an assistant in financial services or investment sales. Aptitude for using computers and electronic systems. Must be self-motivated, quick learner, resourceful, and possess good organizational and communication skills, and demonstrate the ability to get along well with the public. Must have the ability to accomplish assigned tasks with minimum or no supervision within an established time frame.
Tenure: Not Applicable
Financial Advisor Coordinator (Category 12)
Salary Pay Range: $48,387 - $73,549 annually. Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Equal Opportunity Employer
Full Time
Banking
$59k-80k (estimate)
04/18/2024
04/17/2025
globalcu.org
FAIRCHILD AFB, WA
100 - 200
1954
JOHN MAGUIRE
$10M - $50M
Banking
Global is here to grow your dreams. Our business is to serve our members and our community. As a co-operative financial institution, our profits go back to our membership. We offer innovative products and services, low rates, few fees and excellent service. Who can join? You can, if you live or work in Washington State, or Kootenai, Benewah, Shoshone or Latah counties in Idaho. If you are an active duty or retired military person or a contractor affiliated with Fairchild Air Force Base, Aviano Air Base, Camp Ederle or Camp Darby you are automatically eligible for membership. We have locations ...throughout the Inland Northwest and Italy. Plus, we offer access at 6700+ shared branching locations and over 26,000+ ATMs nationwide. Visit https://www.globalcu.org/locations to find a location near you. Our story begins in October 1954. Mary Milla, a secretary who worked at Fairchild Air Force Base, founded the credit union as a means to serve the financial needs of the military and civil service employees. We began as Fairchild Credit Union and have grown to become Global Citizens. What is a Global Citizen? Global Citizens give their time. They make you smile. They're engaged, integrated, transformative. They love this community and its people, And actively do their best to leave this world a better place. We believe in Global Citizens. Be a Global Citizen. #weareglobalcitizens If you want to grow your dreams with world-class service, great convenience and a place to bank that celebrates your community, then join us and be a Global Citizen. Federally Insured by NCUA. Equal Housing Opportunity Lender.
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